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SAGE RHINO CAPITAL LLC: XBB position timeline

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

SAGE RHINO CAPITAL LLC held 9,850 XBB 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 9,850 shares
    Change vs previous 13F -42,612 shares

    0.07% of the 13F portfolio, value $403,813.

    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 52,462 shares
    Change vs previous 13F -5,175 shares

    0.4% of the 13F portfolio, value $2,134,691.

    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 57,637 shares
    Change vs previous 13F +954 shares

    0.45% of the 13F portfolio, value $2,371,456.

    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 56,683 shares
    Change vs previous 13F +889 shares

    0.45% of the 13F portfolio, value $2,343,555.

    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 55,794 shares
    Change vs previous 13F +656 shares

    0.49% of the 13F portfolio, value $2,298,001.

    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 55,138 shares
    Change vs previous 13F -3,198 shares

    0.52% of the 13F portfolio, value $2,229,231.

    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 58,336 shares
    Change vs previous 13F -4,975 shares

    0.51% of the 13F portfolio, value $2,334,235.

    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 63,311 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,602,676.

    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).