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SAGE PRIVATE WEALTH GROUP, LLC: DBMF position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 534,485 DBMF 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 534,485 shares
    Change vs previous 13F +39,018 shares

    7.36% of the 13F portfolio, value $16,360,458.

    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 495,467 shares
    Change vs previous 13F +1,396 shares

    7.52% of the 13F portfolio, value $14,938,357.

    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 494,071 shares
    Change vs previous 13F +9,991 shares

    7.45% of the 13F portfolio, value $13,863,694.

    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 484,080 shares
    Change vs previous 13F +23,129 shares

    7.35% of the 13F portfolio, value $13,220,202.

    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 460,951 shares
    Change vs previous 13F +41,862 shares

    7.6% of the 13F portfolio, value $11,860,258.

    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 419,089 shares
    Change vs previous 13F +1,920 shares

    8.02% of the 13F portfolio, value $10,586,240.

    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 417,169 shares
    Change vs previous 13F +24,514 shares

    8.19% of the 13F portfolio, value $10,913,051.

    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 392,655 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $11,045,435.

    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).