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Disclosery

SAGE RHINO CAPITAL LLC: UL position timeline

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

SAGE RHINO CAPITAL LLC held 7,993 UL 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 7,993 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $480,539.

    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 8,031 shares
    Change vs previous 13F -128 shares

    0.09% of the 13F portfolio, value $457,526.

    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 8,159 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $533,599.

    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).