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Disclosery

Sage Mountain Advisors LLC: CMS position timeline

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

Sage Mountain Advisors LLC held 0 CMS shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,198 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,198 shares
    Change vs previous 13F +4,108 shares

    0.03% of the 13F portfolio, value $573,286.

    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).

  3. period ended2025-09-30
    13F 4,090 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $299,604.

    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).

  4. period ended2025-06-30
    13F 4,215 shares
    Change vs previous 13F +855 shares

    0.02% of the 13F portfolio, value $292,015.

    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).

  5. period ended2025-03-31
    13F 3,360 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $252,370.

    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).

  6. period ended2024-12-31
    13F 3,216 shares
    Change vs previous 13F -560 shares

    0.02% of the 13F portfolio, value $214,346.

    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).

  7. period ended2024-09-30
    13F 3,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $266,699.

    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).