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Sage Mountain Advisors LLC: VGSH position timeline

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

Sage Mountain Advisors LLC held 163,403 VGSH 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 163,403 shares
    Change vs previous 13F +6,080 shares

    0.58% of the 13F portfolio, value $9,510,046.

    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 157,323 shares
    Change vs previous 13F +38,005 shares

    0.64% of the 13F portfolio, value $9,209,663.

    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 119,318 shares
    Change vs previous 13F -15,130 shares

    0.37% of the 13F portfolio, value $7,007,546.

    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 134,448 shares
    Change vs previous 13F -23,465 shares

    0.45% of the 13F portfolio, value $7,912,248.

    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 157,913 shares
    Change vs previous 13F -22,923 shares

    0.6% of the 13F portfolio, value $9,282,152.

    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 180,836 shares
    Change vs previous 13F +85,055 shares

    0.78% of the 13F portfolio, value $10,613,249.

    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 95,781 shares
    Change vs previous 13F +46,230 shares

    0.41% of the 13F portfolio, value $5,572,517.

    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 49,551 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,924,502.

    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).