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Disclosery

Sage Mountain Advisors LLC: IVV position timeline

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

Sage Mountain Advisors LLC held 12,524 IVV 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 12,524 shares
    Change vs previous 13F +725 shares

    0.58% of the 13F portfolio, value $9,379,098.

    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 11,799 shares
    Change vs previous 13F -190 shares

    0.54% of the 13F portfolio, value $7,707,225.

    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 11,989 shares
    Change vs previous 13F -12 shares

    0.44% of the 13F portfolio, value $8,211,746.

    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 12,001 shares
    Change vs previous 13F +2,759 shares

    0.46% of the 13F portfolio, value $8,032,269.

    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 9,242 shares
    Change vs previous 13F +1,097 shares

    0.37% of the 13F portfolio, value $5,738,358.

    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 8,145 shares
    Change vs previous 13F +2,500 shares

    0.34% of the 13F portfolio, value $4,576,676.

    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 5,645 shares
    Change vs previous 13F +1,328 shares

    0.24% of the 13F portfolio, value $3,323,099.

    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 4,317 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,490,132.

    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).