SAGE FINANCIAL GROUP INC: VO position timeline

SAGE FINANCIAL GROUP INC held 262,271 VO 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 262,271 shares

   Change vs previous 13F +198,445 shares

   1.17% of the 13F portfolio, value $21,131,192.

   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 63,826 shares

   Change vs previous 13F +3,138 shares

   1.19% of the 13F portfolio, value $18,329,494.

   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 60,688 shares

   Change vs previous 13F +889 shares

   1.17% of the 13F portfolio, value $17,612,809.

   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 59,799 shares

   Change vs previous 13F +2,500 shares

   1.19% of the 13F portfolio, value $17,565,473.

   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 57,299 shares

   Change vs previous 13F +21,107 shares

   1.18% of the 13F portfolio, value $16,033,962.

   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 36,192 shares

   Change vs previous 13F +1,122 shares

   0.76% of the 13F portfolio, value $9,359,959.

   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 35,070 shares

   Change vs previous 13F +1,236 shares

   0.75% of the 13F portfolio, value $9,263,110.

   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 33,834 shares

   Change vs previous 13F not available

   0.73% of the 13F portfolio, value $8,926,493.

   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).