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SAGE FINANCIAL GROUP INC: VV position timeline

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

SAGE FINANCIAL GROUP INC held 106,130 VV 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 106,130 shares
    Change vs previous 13F -1,371 shares

    2.02% of the 13F portfolio, value $36,499,293.

    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 107,501 shares
    Change vs previous 13F -3,097 shares

    2.09% of the 13F portfolio, value $32,126,686.

    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 110,598 shares
    Change vs previous 13F -2,940 shares

    2.3% of the 13F portfolio, value $34,816,319.

    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 113,538 shares
    Change vs previous 13F -749 shares

    2.38% of the 13F portfolio, value $34,953,701.

    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 114,287 shares
    Change vs previous 13F +2,272 shares

    2.41% of the 13F portfolio, value $32,606,026.

    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 112,015 shares
    Change vs previous 13F +442 shares

    2.33% of the 13F portfolio, value $28,791,326.

    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 111,573 shares
    Change vs previous 13F -609 shares

    2.42% of the 13F portfolio, value $30,091,114.

    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 112,182 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $29,536,496.

    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).