SAGE PRIVATE WEALTH GROUP, LLC: MLPX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE PRIVATE WEALTH GROUP, LLC on MLPX, newest first. How the timeline and the estimate are built.
SAGE PRIVATE WEALTH GROUP, LLC held 0 MLPX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -13,159 shares
13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 13,159 sharesChange vs previous 13F -7,117 shares
0.49% of the 13F portfolio, value $972,945.
13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,276 sharesChange vs previous 13F -5,196 shares
0.66% of the 13F portfolio, value $1,227,332.
13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,472 sharesChange vs previous 13F -150,215 shares
0.89% of the 13F portfolio, value $1,597,292.
13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 175,687 sharesChange vs previous 13F not available
7.05% of the 13F portfolio, value $11,008,604.
13F-HR 0001085146-25-004234 filed by SAGE PRIVATE WEALTH GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).