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Disclosery

SAGE PRIVATE WEALTH GROUP, LLC: DGRW position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 0 DGRW shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -217,611 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 217,611 shares
    Change vs previous 13F -1,189 shares

    10.46% of the 13F portfolio, value $19,461,585.

    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).

  3. period ended2025-09-30
    13F 218,800 shares
    Change vs previous 13F -207,617 shares

    10.83% of the 13F portfolio, value $19,464,151.

    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).

  4. period ended2025-06-30
    13F 426,417 shares
    Change vs previous 13F +184,583 shares

    22.87% of the 13F portfolio, value $35,707,987.

    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).

  5. period ended2025-03-31
    13F 241,834 shares
    Change vs previous 13F -1,441 shares

    14.62% of the 13F portfolio, value $19,312,446.

    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).

  6. period ended2024-12-31
    13F 243,275 shares
    Change vs previous 13F -12,754 shares

    14.78% of the 13F portfolio, value $19,688,341.

    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).

  7. period ended2024-09-30
    13F 256,029 shares
    Change vs previous 13F not available

    16.78% of the 13F portfolio, value $21,303,944.

    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).