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Sage Investment Advisers LLC: VOO position timeline

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

Sage Investment Advisers LLC held 30,994 VOO 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 30,994 shares
    Change vs previous 13F +1,146 shares

    14.32% of the 13F portfolio, value $21,287,171.

    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 29,848 shares
    Change vs previous 13F +514 shares

    13.31% of the 13F portfolio, value $17,977,386.

    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 29,334 shares
    Change vs previous 13F +9,363 shares

    13.79% of the 13F portfolio, value $18,396,465.

    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 19,971 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $10,537,945.

    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).