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Sage Financial Management Group, Inc.

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13F filer, CIK 1762086, MCLEAN, VA

Sage Financial Management Group, Inc. reported $313,236,352 across 56 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-23. Its ten largest share positions make up 73.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001762086-25-000006

Period
2025-09-30
Reported value
$313M
Holdings
56
Top 10 weight
73.89%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+45,785$3.61M
IJHadded+37,324$2.44M
BIVadded+19,244$1.5M
VEUadded+13,038$931K
IVVadded+1,132$758K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-630-$386K
SCHXreduced-13,796-$363K
SPYGreduced-1,943-$203K
PGexited-1,267-$202K
SCHGreduced-4,655-$149K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001762086-25-000006, largest first. % of portfolio is the value over $313,236,352, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,100 shares; 2024Q4: 63,109 shares; 2025Q1: 69,053 shares; 2025Q2: 72,349 shares; 2025Q3: 73,481 shares 73,481$49.2M15.7%+1,132Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,501 shares; 2024Q4: 639,562 shares; 2025Q1: 674,179 shares; 2025Q2: 600,438 shares; 2025Q3: 619,682 shares 619,682$48.4M15.45%+19,244Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,631 shares; 2024Q4: 420,298 shares; 2025Q1: 448,210 shares; 2025Q2: 423,761 shares; 2025Q3: 436,799 shares 436,799$31.2M9.95%+13,038Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,788 shares; 2024Q4: 904,702 shares; 2025Q1: 902,778 shares; 2025Q2: 968,329 shares; 2025Q3: 954,533 shares 954,533$25.1M8.03%-13,796Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,122 shares; 2024Q4: 179,465 shares; 2025Q1: 181,543 shares; 2025Q2: 271,146 shares; 2025Q3: 316,931 shares 316,931$25M7.98%+45,785Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,723 shares; 2024Q4: 134,579 shares; 2025Q1: 135,562 shares; 2025Q2: 124,068 shares; 2025Q3: 122,125 shares 122,125$12.8M4.07%-1,943Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,400 shares; 2024Q4: 179,423 shares; 2025Q1: 183,499 shares; 2025Q2: 130,493 shares; 2025Q3: 133,160 shares 133,160$10.6M3.4%+2,667Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,220 shares; 2024Q4: 95,956 shares; 2025Q1: 95,902 shares; 2025Q2: 108,709 shares; 2025Q3: 108,676 shares 108,676$10.1M3.24%-33Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,837 shares; 2024Q4: 342,438 shares; 2025Q1: 328,667 shares; 2025Q2: 315,531 shares; 2025Q3: 310,876 shares 310,876$9.92M3.17%-4,655Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,868 shares; 2024Q4: 413,054 shares; 2025Q1: 412,703 shares; 2025Q2: 391,711 shares; 2025Q3: 390,391 shares 390,391$9.09M2.9%-1,320Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,818 shares; 2025Q1: 16,641 shares; 2025Q2: 15,105 shares; 2025Q3: 14,475 shares 14,475$8.86M2.83%-630Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,337 shares; 2024Q4: 61,141 shares; 2025Q1: 59,064 shares; 2025Q2: 61,995 shares; 2025Q3: 61,645 shares 61,645$8.69M2.77%-350Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,009 shares; 2024Q4: 278,080 shares; 2025Q1: 299,268 shares; 2025Q2: 283,956 shares; 2025Q3: 296,379 shares 296,379$8.09M2.58%+12,423Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,609 shares; 2024Q4: 88,526 shares; 2025Q1: 91,018 shares; 2025Q2: 78,826 shares; 2025Q3: 116,150 shares 116,150$7.58M2.42%+37,324Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,522 shares; 2024Q4: 24,493 shares; 2025Q1: 24,159 shares; 2025Q2: 23,093 shares; 2025Q3: 22,733 shares 22,733$7M2.23%-360Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,220 shares; 2024Q4: 40,688 shares; 2025Q1: 42,744 shares; 2025Q2: 39,205 shares; 2025Q3: 39,962 shares 39,962$5.7M1.82%+757Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,047 shares; 2024Q4: 146,391 shares; 2025Q1: 141,861 shares; 2025Q2: 138,064 shares; 2025Q3: 137,383 shares 137,383$4.07M1.3%-681Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,871 shares; 2024Q4: 79,249 shares; 2025Q1: 78,055 shares; 2025Q2: 69,010 shares; 2025Q3: 69,435 shares 69,435$3.22M1.03%+425Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,927 shares; 2025Q1: 4,680 shares; 2025Q2: 4,356 shares; 2025Q3: 4,316 shares 4,316$2.57M0.82%-40Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,076 shares; 2024Q4: 25,010 shares; 2025Q1: 24,352 shares; 2025Q2: 19,301 shares; 2025Q3: 18,222 shares 18,222$2.17M0.69%-1,079Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,801 shares; 2024Q4: 88,311 shares; 2025Q1: 84,036 shares; 2025Q2: 77,293 shares; 2025Q3: 76,676 shares 76,676$2.14M0.68%-617Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 3,595 shares; 2025Q3: 3,817 shares 3,817$1.83M0.58%+222Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,552 shares; 2024Q4: 27,841 shares; 2025Q1: 30,363 shares; 2025Q2: 34,655 shares; 2025Q3: 34,320 shares 34,320$1.7M0.54%-335Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,676 shares 4,676$1.62M0.52%-7Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 16,345 shares; 2025Q1: 15,775 shares; 2025Q2: 13,343 shares; 2025Q3: 13,272 shares 13,272$1.41M0.45%-71Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,046 shares; 2024Q4: 62,100 shares; 2025Q1: 61,886 shares; 2025Q2: 57,283 shares; 2025Q3: 59,496 shares 59,496$1.4M0.45%+2,213Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,513 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 4,539 shares 4,539$1.16M0.37%+1,026Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,124 shares; 2025Q1: 9,060 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares 8,920$1.08M0.34%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,066 shares 2,066$1.07M0.34%-5Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares 1,157$771K0.25%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,228 shares; 2025Q1: 5,065 shares; 2025Q2: 4,588 shares; 2025Q3: 4,588 shares 4,588$755K0.24%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares 3,302$616K0.2%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 3,306 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,227 shares 3,227$598K0.19%-29Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares 2,165$512K0.16%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 9,527 shares; 2025Q3: 9,527 shares 9,527$509K0.16%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,483 shares 1,483$468K0.15%-24Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,044 shares; 2025Q1: 7,930 shares; 2025Q2: 7,884 shares; 2025Q3: 7,884 shares 7,884$452K0.14%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570$443K0.14%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares 1,345$395K0.13%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 6,260 shares; 2025Q1: 6,244 shares; 2025Q2: 3,172 shares; 2025Q3: 3,647 shares 3,647$389K0.12%+475Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 4,150 shares; 2025Q1: 3,160 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares 3,029$382K0.12%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300$367K0.12%0Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,872 shares; 2025Q2: 4,804 shares; 2025Q3: 4,804 shares 4,804$364K0.12%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 6,516 shares; 2025Q1: 6,345 shares; 2025Q2: 5,879 shares; 2025Q3: 5,879 shares 5,879$346K0.11%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares 1,393$323K0.1%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,059 shares; 2025Q1: 3,573 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares 3,293$318K0.1%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares 1,427$298K0.1%0Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 17,535 shares; 2025Q1: 17,535 shares; 2025Q2: 10,605 shares; 2025Q3: 10,605 shares 10,605$273K0.09%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 877 shares; 2025Q3: 877 shares 877$261K0.08%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,959 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,813 shares 1,813$257K0.08%-75Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares 1,126$247K0.08%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares 960$234K0.07%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares 403$229K0.07%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084$224K0.07%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares 1,399$204K0.07%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares 3,016$200K0.06%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO1,267$202Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001762086-25-000006 base2025-10-23acceptance time not in the bulk data set