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SAGE FINANCIAL GROUP INC: SLYV position timeline

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

SAGE FINANCIAL GROUP INC held 152,819 SLYV 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 152,819 shares
    Change vs previous 13F -6,245 shares

    0.92% of the 13F portfolio, value $16,674,062.

    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 159,064 shares
    Change vs previous 13F -1,026 shares

    0.98% of the 13F portfolio, value $15,044,316.

    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 160,090 shares
    Change vs previous 13F +1,570 shares

    0.96% of the 13F portfolio, value $14,563,366.

    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 158,520 shares
    Change vs previous 13F +689 shares

    0.96% of the 13F portfolio, value $14,052,815.

    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 157,831 shares
    Change vs previous 13F +1,487 shares

    0.93% of the 13F portfolio, value $12,588,587.

    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 156,344 shares
    Change vs previous 13F +623 shares

    0.99% of the 13F portfolio, value $12,257,379.

    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 155,721 shares
    Change vs previous 13F -1,593 shares

    1.09% of the 13F portfolio, value $13,586,659.

    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 157,314 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $13,658,001.

    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).