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Sage Investment Advisers LLC: ESP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Investment Advisers LLC on ESP, newest first. How the timeline and the estimate are built.

Sage Investment Advisers LLC held 12,244 ESP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,244 shares
    Change vs previous 13F -2,196 shares

    0.55% of the 13F portfolio, value $824,656.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers LLC
    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 14,440 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $823,346.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers LLC
    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 14,434 shares
    Change vs previous 13F -4,848 shares

    0.51% of the 13F portfolio, value $680,285.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,282 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $580,195.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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