Skip to content
Disclosery

SAGE PRIVATE WEALTH GROUP, LLC: CRM position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 3,483 CRM 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 3,483 shares
    Change vs previous 13F +180 shares

    0.25% of the 13F portfolio, value $545,699.

    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 3,303 shares
    Change vs previous 13F +583 shares

    0.31% of the 13F portfolio, value $616,521.

    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 2,720 shares
    Change vs previous 13F +64 shares

    0.39% of the 13F portfolio, value $720,670.

    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 2,656 shares
    Change vs previous 13F +428 shares

    0.35% of the 13F portfolio, value $629,504.

    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 2,228 shares
    Change vs previous 13F +247 shares

    0.39% of the 13F portfolio, value $607,798.

    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 1,981 shares
    Change vs previous 13F +112 shares

    0.4% of the 13F portfolio, value $531,794.

    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 1,869 shares
    Change vs previous 13F -57 shares

    0.47% of the 13F portfolio, value $625,015.

    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 1,926 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $527,241.

    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).