SAGE FINANCIAL GROUP INC: VEU position timeline

SAGE FINANCIAL GROUP INC held 752,152 VEU 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 752,152 shares

   Change vs previous 13F +27,245 shares

   3.49% of the 13F portfolio, value $62,992,743.

   13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 724,907 shares

   Change vs previous 13F +60,078 shares

   3.54% of the 13F portfolio, value $54,440,546.

   13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 664,829 shares

   Change vs previous 13F +43,208 shares

   3.24% of the 13F portfolio, value $48,904,851.

   13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 621,621 shares

   Change vs previous 13F +1,439 shares

   3.02% of the 13F portfolio, value $44,365,117.

   13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 620,182 shares

   Change vs previous 13F +13,255 shares

   3.08% of the 13F portfolio, value $41,688,627.

   13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 606,927 shares

   Change vs previous 13F +77,230 shares

   2.97% of the 13F portfolio, value $36,816,210.

   13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 529,697 shares

   Change vs previous 13F +39,183 shares

   2.45% of the 13F portfolio, value $30,409,906.

   13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 490,514 shares

   Change vs previous 13F not available

   2.52% of the 13F portfolio, value $30,902,395.

   13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).