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Sage Financial Management Group, Inc.: VCSH position timeline

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

Sage Financial Management Group, Inc. held 146,637 VCSH 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 146,637 shares
    Change vs previous 13F +8,238 shares

    3.18% of the 13F portfolio, value $11,588,722.

    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 138,399 shares
    Change vs previous 13F +1,796 shares

    3.37% of the 13F portfolio, value $10,970,889.

    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 136,603 shares
    Change vs previous 13F +3,443 shares

    3.33% of the 13F portfolio, value $10,891,357.

    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 133,160 shares
    Change vs previous 13F +2,667 shares

    3.4% of the 13F portfolio, value $10,643,479.

    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 130,493 shares
    Change vs previous 13F -53,006 shares

    3.59% of the 13F portfolio, value $10,374,000.

    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 183,499 shares
    Change vs previous 13F +4,076 shares

    5.26% of the 13F portfolio, value $14,485,000.

    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 179,423 shares
    Change vs previous 13F +10,023 shares

    5.18% of the 13F portfolio, value $13,997,000.

    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 169,400 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $13,454,000.

    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).