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Disclosery

SAGE RHINO CAPITAL LLC: V position timeline

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

SAGE RHINO CAPITAL LLC held 3,476 V 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 3,476 shares
    Change vs previous 13F +73 shares

    0.2% of the 13F portfolio, value $1,192,658.

    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 3,403 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $1,028,547.

    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 3,396 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $1,190,981.

    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 3,381 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $1,154,142.

    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 3,377 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $1,198,973.

    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 3,374 shares
    Change vs previous 13F -33 shares

    0.27% of the 13F portfolio, value $1,182,469.

    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 3,407 shares
    Change vs previous 13F -20 shares

    0.23% of the 13F portfolio, value $1,076,809.

    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 3,427 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $942,310.

    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).