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SAGE RHINO CAPITAL LLC: VMBS position timeline

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

SAGE RHINO CAPITAL LLC held 106,687 VMBS 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 106,687 shares
    Change vs previous 13F +19,036 shares

    0.82% of the 13F portfolio, value $4,994,032.

    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 87,651 shares
    Change vs previous 13F +1,154 shares

    0.77% of the 13F portfolio, value $4,115,201.

    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 86,497 shares
    Change vs previous 13F +1,252 shares

    0.77% of the 13F portfolio, value $4,072,267.

    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 85,245 shares
    Change vs previous 13F +1,211 shares

    0.77% of the 13F portfolio, value $4,003,103.

    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 84,034 shares
    Change vs previous 13F -5,564 shares

    0.82% of the 13F portfolio, value $3,894,158.

    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 89,598 shares
    Change vs previous 13F +1,132 shares

    0.96% of the 13F portfolio, value $4,149,264.

    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 88,466 shares
    Change vs previous 13F +20,244 shares

    0.88% of the 13F portfolio, value $4,011,039.

    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 68,222 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,220,753.

    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).