Skip to content
Disclosery

Sage Investment Advisers LLC: IYY position timeline

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

Sage Investment Advisers LLC held 12,107 IYY 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 12,107 shares
    Change vs previous 13F +16 shares

    1.48% of the 13F portfolio, value $2,206,953.

    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 12,091 shares
    Change vs previous 13F +20 shares

    1.43% of the 13F portfolio, value $1,930,304.

    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 12,071 shares
    Change vs previous 13F +115 shares

    1.5% of the 13F portfolio, value $2,001,501.

    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 11,956 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,668,942.

    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).