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SAGE FINANCIAL GROUP INC: XJH position timeline

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

SAGE FINANCIAL GROUP INC held 33,606 XJH 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 33,606 shares
    Change vs previous 13F +2,044 shares

    0.1% of the 13F portfolio, value $1,752,536.

    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 31,562 shares
    Change vs previous 13F +590 shares

    0.09% of the 13F portfolio, value $1,431,980.

    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 30,972 shares
    Change vs previous 13F +604 shares

    0.09% of the 13F portfolio, value $1,382,894.

    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 30,368 shares
    Change vs previous 13F +354 shares

    0.09% of the 13F portfolio, value $1,331,639.

    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 30,014 shares
    Change vs previous 13F +2,358 shares

    0.09% of the 13F portfolio, value $1,245,562.

    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 27,656 shares
    Change vs previous 13F +750 shares

    0.09% of the 13F portfolio, value $1,080,521.

    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 26,906 shares
    Change vs previous 13F +1,633 shares

    0.09% of the 13F portfolio, value $1,125,622.

    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 25,273 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,068,749.

    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).