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SAGE RHINO CAPITAL LLC: VTIP position timeline

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

SAGE RHINO CAPITAL LLC held 78,478 VTIP 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 78,478 shares
    Change vs previous 13F +11,287 shares

    0.65% of the 13F portfolio, value $3,941,933.

    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 67,191 shares
    Change vs previous 13F +4,422 shares

    0.63% of the 13F portfolio, value $3,356,201.

    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 62,769 shares
    Change vs previous 13F +2,076 shares

    0.59% of the 13F portfolio, value $3,104,565.

    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 60,693 shares
    Change vs previous 13F +1,386 shares

    0.59% of the 13F portfolio, value $3,072,909.

    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 59,307 shares
    Change vs previous 13F +2,692 shares

    0.63% of the 13F portfolio, value $2,981,376.

    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 56,615 shares
    Change vs previous 13F -266 shares

    0.66% of the 13F portfolio, value $2,825,109.

    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 56,881 shares
    Change vs previous 13F -2,971 shares

    0.6% of the 13F portfolio, value $2,754,197.

    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 59,852 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,951,324.

    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).