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Disclosery

Sage Mountain Advisors LLC: CARY position timeline

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

Sage Mountain Advisors LLC held 40,258 CARY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,258 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $836,561.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 40,258 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $836,275.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 40,258 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $838,393.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors LLC
    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 40,258 shares
    Change vs previous 13F -7,209 shares

    0.05% of the 13F portfolio, value $841,795.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors LLC
    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 47,467 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $987,314.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors LLC
    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 47,461 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $985,290.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors LLC
    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 47,461 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $977,222.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors LLC
    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 47,461 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,005,699.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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