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SAGESPRING WEALTH PARTNERS, LLC: USMV position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 224,652 USMV 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 224,652 shares
    Change vs previous 13F -18,521 shares

    0.33% of the 13F portfolio, value $21,669,915.

    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 243,173 shares
    Change vs previous 13F -18,503 shares

    0.41% of the 13F portfolio, value $22,551,893.

    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 261,676 shares
    Change vs previous 13F -21,677 shares

    0.45% of the 13F portfolio, value $24,639,395.

    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 283,353 shares
    Change vs previous 13F -30,543 shares

    0.53% of the 13F portfolio, value $26,958,245.

    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 313,896 shares
    Change vs previous 13F -20,001 shares

    0.63% of the 13F portfolio, value $29,465,462.

    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 333,897 shares
    Change vs previous 13F -27,953 shares

    0.79% of the 13F portfolio, value $31,272,794.

    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).

  7. period ended2024-12-31
    13F 361,850 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $32,128,640.

    13F-HR 0002056425-25-000001 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).