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Sage Financial Management Group, Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Financial Management Group, Inc. on BIV, newest first. How the timeline and the estimate are built.

Sage Financial Management Group, Inc. held 711,661 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 711,661 shares
    Change vs previous 13F +41,167 shares

    15% of the 13F portfolio, value $54,584,379.

    13F-HR 0001762086-26-000003 filed by Sage Financial Management 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 670,494 shares
    Change vs previous 13F +27,841 shares

    15.91% of the 13F portfolio, value $51,748,762.

    13F-HR 0001762086-26-000002 filed by Sage Financial Management 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 642,653 shares
    Change vs previous 13F +22,971 shares

    15.29% of the 13F portfolio, value $50,049,848.

    13F-HR 0001762086-26-000001 filed by Sage Financial Management 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 619,682 shares
    Change vs previous 13F +19,244 shares

    15.45% of the 13F portfolio, value $48,390,955.

    13F-HR 0001762086-25-000006 filed by Sage Financial Management 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 600,438 shares
    Change vs previous 13F -73,741 shares

    16.06% of the 13F portfolio, value $46,438,000.

    13F-HR 0001762086-25-000004 filed by Sage Financial Management 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 674,179 shares
    Change vs previous 13F +34,617 shares

    18.74% of the 13F portfolio, value $51,622,000.

    13F-HR 0001762086-25-000003 filed by Sage Financial Management 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 639,562 shares
    Change vs previous 13F +80,061 shares

    17.7% of the 13F portfolio, value $47,794,000.

    13F-HR 0001762086-25-000001 filed by Sage Financial Management 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 559,501 shares
    Change vs previous 13F not available

    17% of the 13F portfolio, value $43,848,000.

    13F-HR 0001762086-24-000004 filed by Sage Financial Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).