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SAGE FINANCIAL GROUP INC: VOT position timeline

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

SAGE FINANCIAL GROUP INC held 37,754 VOT 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 37,754 shares
    Change vs previous 13F +639 shares

    0.64% of the 13F portfolio, value $11,564,049.

    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 37,115 shares
    Change vs previous 13F +825 shares

    0.62% of the 13F portfolio, value $9,551,568.

    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 36,290 shares
    Change vs previous 13F +678 shares

    0.67% of the 13F portfolio, value $10,129,855.

    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 35,612 shares
    Change vs previous 13F +675 shares

    0.71% of the 13F portfolio, value $10,462,522.

    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 34,937 shares
    Change vs previous 13F +405 shares

    0.73% of the 13F portfolio, value $9,935,839.

    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 34,532 shares
    Change vs previous 13F +198 shares

    0.68% of the 13F portfolio, value $8,447,999.

    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 34,334 shares
    Change vs previous 13F -371 shares

    0.7% of the 13F portfolio, value $8,712,157.

    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 34,705 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,449,569.

    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).