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Sage Financial Management Group, Inc.: IVW position timeline

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

Sage Financial Management Group, Inc. held 9,474 IVW 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 9,474 shares
    Change vs previous 13F +817 shares

    0.36% of the 13F portfolio, value $1,302,960.

    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 8,657 shares
    Change vs previous 13F -170 shares

    0.3% of the 13F portfolio, value $979,193.

    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 8,827 shares
    Change vs previous 13F -93 shares

    0.33% of the 13F portfolio, value $1,088,016.

    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 8,920 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,076,822.

    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 8,920 shares
    Change vs previous 13F -140 shares

    0.34% of the 13F portfolio, value $982,000.

    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 9,060 shares
    Change vs previous 13F -64 shares

    0.31% of the 13F portfolio, value $841,000.

    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 9,124 shares
    Change vs previous 13F -64 shares

    0.34% of the 13F portfolio, value $926,000.

    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 9,188 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $880,000.

    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).