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Sage Financial Management Group, Inc.: VEU position timeline

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

Sage Financial Management Group, Inc. held 445,596 VEU 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 445,596 shares
    Change vs previous 13F +4,471 shares

    10.25% of the 13F portfolio, value $37,318,675.

    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 441,125 shares
    Change vs previous 13F -4,334 shares

    10.18% of the 13F portfolio, value $33,128,489.

    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 445,459 shares
    Change vs previous 13F +8,660 shares

    10.01% of the 13F portfolio, value $32,767,964.

    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 436,799 shares
    Change vs previous 13F +13,038 shares

    9.95% of the 13F portfolio, value $31,174,345.

    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 423,761 shares
    Change vs previous 13F -24,449 shares

    9.85% of the 13F portfolio, value $28,485,000.

    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 448,210 shares
    Change vs previous 13F +27,912 shares

    9.87% of the 13F portfolio, value $27,188,000.

    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 420,298 shares
    Change vs previous 13F +65,667 shares

    8.94% of the 13F portfolio, value $24,129,000.

    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 354,631 shares
    Change vs previous 13F not available

    8.66% of the 13F portfolio, value $22,342,000.

    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).