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Disclosery

Sage Mountain Advisors LLC: REFI position timeline

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

Sage Mountain Advisors LLC held 34,284 REFI 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 34,284 shares
    Change vs previous 13F -64,446 shares

    0.02% of the 13F portfolio, value $367,524.

    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 98,730 shares
    Change vs previous 13F -22,670 shares

    0.08% of the 13F portfolio, value $1,117,620.

    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 121,400 shares
    Change vs previous 13F -42,408 shares

    0.08% of the 13F portfolio, value $1,488,360.

    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 163,808 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,095,100.

    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 163,808 shares
    Change vs previous 13F +8,400 shares

    0.15% of the 13F portfolio, value $2,286,755.

    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 155,408 shares
    Change vs previous 13F +32,476 shares

    0.17% of the 13F portfolio, value $2,284,493.

    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 122,932 shares
    Change vs previous 13F +6,329 shares

    0.14% of the 13F portfolio, value $1,895,607.

    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 116,603 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,808,508.

    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).