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SAGE FINANCIAL GROUP INC: VOE position timeline

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

SAGE FINANCIAL GROUP INC held 103,488 VOE 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 103,488 shares
    Change vs previous 13F -603 shares

    1.13% of the 13F portfolio, value $20,449,187.

    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 104,091 shares
    Change vs previous 13F +228 shares

    1.25% of the 13F portfolio, value $19,181,869.

    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 103,863 shares
    Change vs previous 13F +362 shares

    1.22% of the 13F portfolio, value $18,422,253.

    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 103,501 shares
    Change vs previous 13F -977 shares

    1.23% of the 13F portfolio, value $18,069,289.

    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 104,478 shares
    Change vs previous 13F -2,292 shares

    1.27% of the 13F portfolio, value $17,182,523.

    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 106,770 shares
    Change vs previous 13F -527 shares

    1.38% of the 13F portfolio, value $17,140,853.

    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 107,297 shares
    Change vs previous 13F -851 shares

    1.4% of the 13F portfolio, value $17,357,386.

    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 108,148 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $18,133,098.

    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).