Skip to content
Disclosery

SAGESPRING WEALTH PARTNERS, LLC: IWB position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 311,153 IWB 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 311,153 shares
    Change vs previous 13F +308,540 shares

    1.96% of the 13F portfolio, value $127,416,990.

    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 2,613 shares
    Change vs previous 13F -228 shares

    0.02% of the 13F portfolio, value $931,647.

    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 2,841 shares
    Change vs previous 13F -897 shares

    0.02% of the 13F portfolio, value $1,061,043.

    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 3,738 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $1,366,190.

    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 3,760 shares
    Change vs previous 13F +629 shares

    0.03% of the 13F portfolio, value $1,276,744.

    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 3,131 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $960,549.

    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).