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SAGE FINANCIAL GROUP INC: VOO position timeline

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

SAGE FINANCIAL GROUP INC held 81,282 VOO 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 81,282 shares
    Change vs previous 13F -239 shares

    3.09% of the 13F portfolio, value $55,825,129.

    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 81,521 shares
    Change vs previous 13F -86 shares

    3.17% of the 13F portfolio, value $48,712,586.

    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 81,607 shares
    Change vs previous 13F -304 shares

    3.39% of the 13F portfolio, value $51,178,214.

    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 81,911 shares
    Change vs previous 13F -12 shares

    3.41% of the 13F portfolio, value $50,160,888.

    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 81,923 shares
    Change vs previous 13F +21,091 shares

    3.44% of the 13F portfolio, value $46,534,792.

    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 60,832 shares
    Change vs previous 13F +71 shares

    2.52% of the 13F portfolio, value $31,262,237.

    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 60,761 shares
    Change vs previous 13F +1,934 shares

    2.63% of the 13F portfolio, value $32,738,497.

    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 58,827 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $31,041,387.

    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).