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SAGESPRING WEALTH PARTNERS, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGESPRING WEALTH PARTNERS, LLC on CGUS, newest first. How the timeline and the estimate are built.

SAGESPRING WEALTH PARTNERS, LLC held 276,431 CGUS 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 276,431 shares
    Change vs previous 13F -3,660 shares

    0.19% of the 13F portfolio, value $12,295,667.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, 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 280,091 shares
    Change vs previous 13F +68,105 shares

    0.2% of the 13F portfolio, value $10,761,109.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, 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 211,986 shares
    Change vs previous 13F +19,723 shares

    0.15% of the 13F portfolio, value $8,528,185.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, 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 192,263 shares
    Change vs previous 13F +6,792 shares

    0.15% of the 13F portfolio, value $7,602,097.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, 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 185,471 shares
    Change vs previous 13F +13,964 shares

    0.15% of the 13F portfolio, value $6,849,445.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, 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 171,507 shares
    Change vs previous 13F -45,768 shares

    0.14% of the 13F portfolio, value $5,728,339.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, 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 217,275 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,598,119.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).