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Disclosery

SAGE RHINO CAPITAL LLC: IX position timeline

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

SAGE RHINO CAPITAL LLC held 7,735 IX 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 7,735 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $294,239.

    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 7,805 shares
    Change vs previous 13F -66 shares

    0.04% of the 13F portfolio, value $234,072.

    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 7,871 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $229,991.

    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 8,077 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $210,971.

    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).