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SAGE RHINO CAPITAL LLC: FLEX position timeline

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

SAGE RHINO CAPITAL LLC held 17,285 FLEX 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 17,285 shares
    Change vs previous 13F -7,344 shares

    0.46% of the 13F portfolio, value $2,801,380.

    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 24,629 shares
    Change vs previous 13F -4,560 shares

    0.3% of the 13F portfolio, value $1,612,214.

    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 29,189 shares
    Change vs previous 13F -2,967 shares

    0.33% of the 13F portfolio, value $1,763,599.

    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 32,156 shares
    Change vs previous 13F -1,216 shares

    0.36% of the 13F portfolio, value $1,864,083.

    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 33,372 shares
    Change vs previous 13F +1,141 shares

    0.35% of the 13F portfolio, value $1,665,930.

    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 32,231 shares
    Change vs previous 13F -3,147 shares

    0.25% of the 13F portfolio, value $1,066,201.

    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 35,378 shares
    Change vs previous 13F +374 shares

    0.3% of the 13F portfolio, value $1,358,161.

    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 35,004 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,170,184.

    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).