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SAGE PRIVATE WEALTH GROUP, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE PRIVATE WEALTH GROUP, LLC on AIQ, newest first. How the timeline and the estimate are built.

SAGE PRIVATE WEALTH GROUP, LLC held 12,536 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,536 shares
    Change vs previous 13F -898 shares

    0.37% of the 13F portfolio, value $822,475.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, 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 13,434 shares
    Change vs previous 13F +1,570 shares

    0.32% of the 13F portfolio, value $626,957.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, 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 11,864 shares
    Change vs previous 13F +840 shares

    0.32% of the 13F portfolio, value $603,403.

    13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH GROUP, 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 11,024 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $544,475.

    13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).