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SAGE PRIVATE WEALTH GROUP, LLC: FDT position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 239,001 FDT 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 239,001 shares
    Change vs previous 13F +23,026 shares

    10.17% of the 13F portfolio, value $22,627,890.

    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 215,975 shares
    Change vs previous 13F +36,932 shares

    9.45% of the 13F portfolio, value $18,773,774.

    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 179,043 shares
    Change vs previous 13F +9,729 shares

    7.65% of the 13F portfolio, value $14,224,347.

    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 169,314 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $12,761,196.

    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).