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SAGE FINANCIAL GROUP INC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on SCHE, newest first. How the timeline and the estimate are built.

SAGE FINANCIAL GROUP INC held 37,870 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,870 shares
    Change vs previous 13F +2,607 shares

    0.08% of the 13F portfolio, value $1,373,175.

    13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,263 shares
    Change vs previous 13F +11,150 shares

    0.08% of the 13F portfolio, value $1,161,911.

    13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,113 shares
    Change vs previous 13F +862 shares

    0.05% of the 13F portfolio, value $789,700.

    13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,251 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $775,870.

    13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,237 shares
    Change vs previous 13F +6,426 shares

    0.05% of the 13F portfolio, value $700,349.

    13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,811 shares
    Change vs previous 13F +5,003 shares

    0.04% of the 13F portfolio, value $463,492.

    13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,808 shares
    Change vs previous 13F +1,895 shares

    0.03% of the 13F portfolio, value $314,459.

    13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,913 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,262.

    13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).