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SAGESPRING WEALTH PARTNERS, LLC: VYM position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 14,852 VYM 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 14,852 shares
    Change vs previous 13F -248 shares

    0.04% of the 13F portfolio, value $2,347,030.

    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 15,100 shares
    Change vs previous 13F -118 shares

    0.04% of the 13F portfolio, value $2,236,264.

    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 15,218 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $2,184,084.

    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 15,304 shares
    Change vs previous 13F -9,004 shares

    0.04% of the 13F portfolio, value $2,157,156.

    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 24,308 shares
    Change vs previous 13F -521 shares

    0.07% of the 13F portfolio, value $3,240,511.

    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 24,829 shares
    Change vs previous 13F +171 shares

    0.08% of the 13F portfolio, value $3,201,927.

    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 24,658 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,146,092.

    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).