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Disclosery

Sage Mountain Advisors LLC: XVV position timeline

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

Sage Mountain Advisors LLC held 17,386 XVV 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 17,386 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $987,351.

    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 17,386 shares
    Change vs previous 13F +416 shares

    0.06% of the 13F portfolio, value $855,739.

    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 16,970 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $894,319.

    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 16,970 shares
    Change vs previous 13F +142 shares

    0.05% of the 13F portfolio, value $874,315.

    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 16,828 shares
    Change vs previous 13F +1,288 shares

    0.05% of the 13F portfolio, value $802,507.

    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 15,540 shares
    Change vs previous 13F +1,467 shares

    0.05% of the 13F portfolio, value $664,843.

    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 14,073 shares
    Change vs previous 13F +683 shares

    0.05% of the 13F portfolio, value $637,497.

    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 13,390 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $592,163.

    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).