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SAGE FINANCIAL GROUP INC: VB position timeline

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

SAGE FINANCIAL GROUP INC held 53,537 VB 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 53,537 shares
    Change vs previous 13F -164 shares

    0.9% of the 13F portfolio, value $16,228,028.

    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 53,701 shares
    Change vs previous 13F +532 shares

    0.92% of the 13F portfolio, value $14,065,455.

    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 53,169 shares
    Change vs previous 13F +817 shares

    0.91% of the 13F portfolio, value $13,714,850.

    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 52,352 shares
    Change vs previous 13F +975 shares

    0.91% of the 13F portfolio, value $13,312,165.

    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 51,377 shares
    Change vs previous 13F +27,721 shares

    0.9% of the 13F portfolio, value $12,175,351.

    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 23,656 shares
    Change vs previous 13F +1,620 shares

    0.42% of the 13F portfolio, value $5,245,783.

    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 22,036 shares
    Change vs previous 13F +728 shares

    0.43% of the 13F portfolio, value $5,294,764.

    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 21,308 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,054,454.

    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).