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SAGE RHINO CAPITAL LLC: GBIL position timeline

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

SAGE RHINO CAPITAL LLC held 186,254 GBIL 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 186,254 shares
    Change vs previous 13F +23,482 shares

    3.07% of the 13F portfolio, value $18,655,197.

    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 162,772 shares
    Change vs previous 13F -4,419 shares

    3.05% of the 13F portfolio, value $16,308,130.

    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 167,191 shares
    Change vs previous 13F -36,997 shares

    3.16% of the 13F portfolio, value $16,709,074.

    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 204,188 shares
    Change vs previous 13F +21,039 shares

    3.96% of the 13F portfolio, value $20,465,775.

    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 183,149 shares
    Change vs previous 13F +52,182 shares

    3.88% of the 13F portfolio, value $18,342,337.

    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 130,967 shares
    Change vs previous 13F -7,475 shares

    3.04% of the 13F portfolio, value $13,120,225.

    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 138,442 shares
    Change vs previous 13F +27,729 shares

    3.02% of the 13F portfolio, value $13,833,152.

    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 110,713 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $11,103,436.

    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).