SAGESPRING WEALTH PARTNERS, LLC: MUNI position timeline

SAGESPRING WEALTH PARTNERS, LLC held 162,865 MUNI 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 162,865 shares

   Change vs previous 13F -18,978 shares

   0.13% of the 13F portfolio, value $8,566,717.

   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 181,843 shares

   Change vs previous 13F -116,162 shares

   0.17% of the 13F portfolio, value $9,490,362.

   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 298,005 shares

   Change vs previous 13F -49,379 shares

   0.28% of the 13F portfolio, value $15,618,453.

   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 347,384 shares

   Change vs previous 13F +20,988 shares

   0.36% of the 13F portfolio, value $18,161,223.

   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 326,396 shares

   Change vs previous 13F -246,046 shares

   0.36% of the 13F portfolio, value $16,763,694.

   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 572,442 shares

   Change vs previous 13F +5,836 shares

   0.74% of the 13F portfolio, value $29,509,400.

   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 566,606 shares

   Change vs previous 13F not available

   0.77% of the 13F portfolio, value $29,310,511.

   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).