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SAGE FINANCIAL GROUP INC: VBK position timeline

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

SAGE FINANCIAL GROUP INC held 64,985 VBK 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 64,985 shares
    Change vs previous 13F +506 shares

    1.32% of the 13F portfolio, value $23,765,137.

    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 64,479 shares
    Change vs previous 13F -184 shares

    1.27% of the 13F portfolio, value $19,488,751.

    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 64,663 shares
    Change vs previous 13F +315 shares

    1.29% of the 13F portfolio, value $19,535,413.

    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 64,348 shares
    Change vs previous 13F +494 shares

    1.3% of the 13F portfolio, value $19,151,390.

    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 63,854 shares
    Change vs previous 13F +479 shares

    1.31% of the 13F portfolio, value $17,683,616.

    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 63,375 shares
    Change vs previous 13F +1,725 shares

    1.29% of the 13F portfolio, value $15,955,824.

    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 61,650 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $17,265,619.

    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 61,650 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $16,483,416.

    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).