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SAGE FINANCIAL GROUP INC: SLYG position timeline

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

SAGE FINANCIAL GROUP INC held 32,224 SLYG 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 32,224 shares
    Change vs previous 13F +1,097 shares

    0.21% of the 13F portfolio, value $3,838,862.

    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 31,127 shares
    Change vs previous 13F +1,300 shares

    0.2% of the 13F portfolio, value $3,007,451.

    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 29,827 shares
    Change vs previous 13F +2,859 shares

    0.19% of the 13F portfolio, value $2,809,412.

    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 26,968 shares
    Change vs previous 13F +179 shares

    0.17% of the 13F portfolio, value $2,543,328.

    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 26,789 shares
    Change vs previous 13F +1,256 shares

    0.18% of the 13F portfolio, value $2,377,533.

    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 25,533 shares
    Change vs previous 13F +329 shares

    0.17% of the 13F portfolio, value $2,119,272.

    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 25,204 shares
    Change vs previous 13F +311 shares

    0.18% of the 13F portfolio, value $2,277,157.

    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 24,893 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,317,758.

    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).