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SAGESPRING WEALTH PARTNERS, LLC: FDVV position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 1,400,766 FDVV 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 1,400,766 shares
    Change vs previous 13F +113,123 shares

    1.3% of the 13F portfolio, value $84,452,161.

    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 1,287,643 shares
    Change vs previous 13F +630,530 shares

    1.3% of the 13F portfolio, value $71,129,409.

    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 657,113 shares
    Change vs previous 13F +44,657 shares

    0.68% of the 13F portfolio, value $37,251,721.

    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 612,456 shares
    Change vs previous 13F +26,831 shares

    0.67% of the 13F portfolio, value $34,119,900.

    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 585,625 shares
    Change vs previous 13F +48,306 shares

    0.66% of the 13F portfolio, value $30,464,227.

    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 537,319 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $26,651,025.

    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).