Skip to content
Disclosery

SAGE RHINO CAPITAL LLC: IWM position timeline

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

SAGE RHINO CAPITAL LLC held 6,582 IWM 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 6,582 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,977,473.

    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 6,581 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,631,998.

    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 6,581 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $1,619,868.

    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 6,580 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,592,189.

    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 6,580 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,419,951.

    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 6,580 shares
    Change vs previous 13F -23 shares

    0.3% of the 13F portfolio, value $1,312,666.

    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 6,603 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,458,999.

    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 6,603 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,458,537.

    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).