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SAGE RHINO CAPITAL LLC: DFGR position timeline

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

SAGE RHINO CAPITAL LLC held 158,646 DFGR 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 158,646 shares
    Change vs previous 13F +58,674 shares

    0.76% of the 13F portfolio, value $4,595,988.

    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 99,972 shares
    Change vs previous 13F +15,416 shares

    0.5% of the 13F portfolio, value $2,657,258.

    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 84,556 shares
    Change vs previous 13F +2,108 shares

    0.42% of the 13F portfolio, value $2,233,958.

    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 82,448 shares
    Change vs previous 13F +2,330 shares

    0.44% of the 13F portfolio, value $2,251,643.

    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 80,118 shares
    Change vs previous 13F +6,781 shares

    0.45% of the 13F portfolio, value $2,149,558.

    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 73,337 shares
    Change vs previous 13F +984 shares

    0.45% of the 13F portfolio, value $1,925,837.

    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 72,353 shares
    Change vs previous 13F +16,802 shares

    0.4% of the 13F portfolio, value $1,847,896.

    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 55,551 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,603,202.

    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).