SAGE FINANCIAL GROUP INC: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on VTV, newest first. How the timeline and the estimate are built.
SAGE FINANCIAL GROUP INC held 349,814 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 349,814 sharesChange vs previous 13F -3,814 shares
4.22% of the 13F portfolio, value $76,234,981.
13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 353,628 sharesChange vs previous 13F +415 shares
4.51% of the 13F portfolio, value $69,381,839.
13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 353,213 sharesChange vs previous 13F -6,112 shares
4.46% of the 13F portfolio, value $67,460,202.
13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 359,325 sharesChange vs previous 13F +472 shares
4.56% of the 13F portfolio, value $67,010,576.
13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 358,853 sharesChange vs previous 13F +4,147 shares
4.68% of the 13F portfolio, value $63,423,757.
13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 354,706 sharesChange vs previous 13F +11,771 shares
4.95% of the 13F portfolio, value $61,271,950.
13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 342,935 sharesChange vs previous 13F -7,260 shares
4.67% of the 13F portfolio, value $58,058,853.
13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 350,195 sharesChange vs previous 13F not available
4.99% of the 13F portfolio, value $61,133,576.
13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).