SAGE PRIVATE WEALTH GROUP, LLC: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE PRIVATE WEALTH GROUP, LLC on O, newest first. How the timeline and the estimate are built.
SAGE PRIVATE WEALTH GROUP, LLC held 7,511 O shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,511 sharesChange vs previous 13F +281 shares
0.21% of the 13F portfolio, value $465,357.
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).
- period ended2026-03-3113F 7,230 sharesChange vs previous 13F -614 shares
0.22% of the 13F portfolio, value $442,345.
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 7,844 sharesChange vs previous 13F +170 shares
0.24% of the 13F portfolio, value $442,161.
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 7,674 sharesChange vs previous 13F +796 shares
0.26% of the 13F portfolio, value $466,523.
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 6,878 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $396,293.
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).