SAGESPRING WEALTH PARTNERS, LLC: IWM position timeline

SAGESPRING WEALTH PARTNERS, LLC held 14,597 IWM 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 14,597 shares

   Change vs previous 13F -18 shares

   0.07% of the 13F portfolio, value $4,385,563.

   13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,615 shares

   Change vs previous 13F +368 shares

   0.07% of the 13F portfolio, value $3,624,598.

   13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,247 shares

   Change vs previous 13F +67 shares

   0.06% of the 13F portfolio, value $3,507,020.

   13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,180 shares

   Change vs previous 13F +249 shares

   0.07% of the 13F portfolio, value $3,430,971.

   13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 13,931 shares

   Change vs previous 13F -130 shares

   0.06% of the 13F portfolio, value $3,006,227.

   13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 14,061 shares

   Change vs previous 13F -1,059 shares

   0.07% of the 13F portfolio, value $2,804,959.

   13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 15,120 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $3,340,948.

   13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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