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SAGE PRIVATE WEALTH GROUP, LLC: AIRR position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 206,553 AIRR 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 206,553 shares
    Change vs previous 13F +9,198 shares

    12.37% of the 13F portfolio, value $27,522,820.

    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 197,355 shares
    Change vs previous 13F -671 shares

    11% of the 13F portfolio, value $21,861,926.

    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 198,026 shares
    Change vs previous 13F +3,498 shares

    10.47% of the 13F portfolio, value $19,470,187.

    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 194,528 shares
    Change vs previous 13F +27,725 shares

    10.46% of the 13F portfolio, value $18,806,749.

    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).

  5. period ended2025-06-30
    13F 166,803 shares
    Change vs previous 13F -11,032 shares

    8.7% of the 13F portfolio, value $13,577,851.

    13F-HR 0001085146-25-004234 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).

  6. period ended2025-03-31
    13F 177,835 shares
    Change vs previous 13F +2,562 shares

    9.18% of the 13F portfolio, value $12,130,185.

    13F-HR 0001085146-25-002538 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).

  7. period ended2024-12-31
    13F 175,273 shares
    Change vs previous 13F +5,126 shares

    10.14% of the 13F portfolio, value $13,503,115.

    13F-HR 0001085146-25-000601 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).

  8. period ended2024-09-30
    13F 170,147 shares
    Change vs previous 13F not available

    10.01% of the 13F portfolio, value $12,704,872.

    13F-HR 0001085146-25-000600 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).