SAGESPRING WEALTH PARTNERS, LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGESPRING WEALTH PARTNERS, LLC on PEP, newest first. How the timeline and the estimate are built.
SAGESPRING WEALTH PARTNERS, LLC held 16,285 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 16,285 sharesChange vs previous 13F -1,743 shares
0.03% of the 13F portfolio, value $2,205,049.
13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,028 sharesChange vs previous 13F +1,444 shares
0.05% of the 13F portfolio, value $2,799,507.
13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,584 sharesChange vs previous 13F +2,345 shares
0.04% of the 13F portfolio, value $2,380,073.
13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,239 sharesChange vs previous 13F +3,189 shares
0.04% of the 13F portfolio, value $1,999,765.
13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,050 sharesChange vs previous 13F +830 shares
0.03% of the 13F portfolio, value $1,459,017.
13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,220 sharesChange vs previous 13F +266 shares
0.04% of the 13F portfolio, value $1,532,382.
13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,954 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,513,636.
13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).