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SAGE FINANCIAL GROUP INC: TIP position timeline

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

SAGE FINANCIAL GROUP INC held 28,375 TIP 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 28,375 shares
    Change vs previous 13F +214 shares

    0.17% of the 13F portfolio, value $3,105,077.

    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 28,161 shares
    Change vs previous 13F +747 shares

    0.2% of the 13F portfolio, value $3,107,848.

    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 27,414 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,013,073.

    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 27,414 shares
    Change vs previous 13F -365 shares

    0.21% of the 13F portfolio, value $3,048,986.

    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 27,779 shares
    Change vs previous 13F -608 shares

    0.23% of the 13F portfolio, value $3,056,802.

    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 28,387 shares
    Change vs previous 13F -9,493 shares

    0.25% of the 13F portfolio, value $3,153,467.

    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 37,880 shares
    Change vs previous 13F +7,549 shares

    0.32% of the 13F portfolio, value $4,036,114.

    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 30,331 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,350,666.

    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).