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Disclosery

SAGE RHINO CAPITAL LLC: CF position timeline

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

SAGE RHINO CAPITAL LLC held 8,147 CF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,147 shares
    Change vs previous 13F -727 shares

    0.14% of the 13F portfolio, value $881,994.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 8,874 shares
    Change vs previous 13F -477 shares

    0.22% of the 13F portfolio, value $1,152,200.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 9,351 shares
    Change vs previous 13F +512 shares

    0.14% of the 13F portfolio, value $723,206.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 8,839 shares
    Change vs previous 13F -1,680 shares

    0.15% of the 13F portfolio, value $792,858.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,519 shares
    Change vs previous 13F +3,536 shares

    0.2% of the 13F portfolio, value $967,748.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,983 shares
    Change vs previous 13F +74 shares

    0.13% of the 13F portfolio, value $545,721.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,909 shares
    Change vs previous 13F -184 shares

    0.13% of the 13F portfolio, value $589,476.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,093 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $608,579.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).