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SAGESPRING WEALTH PARTNERS, LLC: IYK position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 779,206 IYK 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 779,206 shares
    Change vs previous 13F -121,443 shares

    0.87% of the 13F portfolio, value $56,617,107.

    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 900,649 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $63,072,439.

    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).