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Disclosery

SAGE RHINO CAPITAL LLC: DOCU position timeline

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

SAGE RHINO CAPITAL LLC held 12,841 DOCU 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 12,841 shares
    Change vs previous 13F -436 shares

    0.09% of the 13F portfolio, value $570,397.

    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 13,277 shares
    Change vs previous 13F -3,491 shares

    0.12% of the 13F portfolio, value $629,463.

    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 16,768 shares
    Change vs previous 13F +38 shares

    0.22% of the 13F portfolio, value $1,146,931.

    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 16,730 shares
    Change vs previous 13F -56 shares

    0.23% of the 13F portfolio, value $1,206,066.

    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 16,786 shares
    Change vs previous 13F -34 shares

    0.28% of the 13F portfolio, value $1,307,462.

    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 16,820 shares
    Change vs previous 13F -1,292 shares

    0.32% of the 13F portfolio, value $1,369,148.

    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 18,112 shares
    Change vs previous 13F -17,811 shares

    0.36% of the 13F portfolio, value $1,628,993.

    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 35,923 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,230,459.

    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).