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SAGE RHINO CAPITAL LLC: VSS position timeline

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

SAGE RHINO CAPITAL LLC held 40,384 VSS 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 40,384 shares
    Change vs previous 13F +1,187 shares

    1.02% of the 13F portfolio, value $6,230,804.

    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 39,197 shares
    Change vs previous 13F +935 shares

    1.07% of the 13F portfolio, value $5,714,528.

    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 38,262 shares
    Change vs previous 13F -757 shares

    1.04% of the 13F portfolio, value $5,484,089.

    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 39,019 shares
    Change vs previous 13F -815 shares

    1.08% of the 13F portfolio, value $5,562,090.

    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 39,834 shares
    Change vs previous 13F +4,113 shares

    1.13% of the 13F portfolio, value $5,353,314.

    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 35,721 shares
    Change vs previous 13F -638 shares

    0.96% of the 13F portfolio, value $4,129,326.

    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 36,359 shares
    Change vs previous 13F +1,914 shares

    0.91% of the 13F portfolio, value $4,162,356.

    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 34,445 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,338,638.

    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).