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SAGE PRIVATE WEALTH GROUP, LLC: GCOW position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 0 GCOW shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,376 shares

    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).

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

  2. period ended2025-03-31
    13F 15,376 shares
    Change vs previous 13F -329 shares

    0.43% of the 13F portfolio, value $568,615.

    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).

  3. period ended2024-12-31
    13F 15,705 shares
    Change vs previous 13F -5,398 shares

    0.4% of the 13F portfolio, value $529,909.

    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).

  4. period ended2024-09-30
    13F 21,103 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $770,063.

    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).