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SARD WEALTH MANAGEMENT GROUP, LLC: FV position timeline

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

SARD WEALTH MANAGEMENT GROUP, LLC held 478,783 FV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 478,783 shares
    Change vs previous 13F +10,529 shares

    17.37% of the 13F portfolio, value $36,330,041.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT GROUP, 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 468,254 shares
    Change vs previous 13F -1,914 shares

    15.39% of the 13F portfolio, value $28,300,130.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT GROUP, 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 470,168 shares
    Change vs previous 13F +5,804 shares

    16.24% of the 13F portfolio, value $29,582,806.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT GROUP, 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 464,364 shares
    Change vs previous 13F +3,773 shares

    16.4% of the 13F portfolio, value $28,753,408.

    13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT GROUP, 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 460,591 shares
    Change vs previous 13F +5,011 shares

    16.82% of the 13F portfolio, value $27,294,613.

    13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT GROUP, 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 455,580 shares
    Change vs previous 13F +6,030 shares

    16.75% of the 13F portfolio, value $24,993,139.

    13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT GROUP, 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 449,550 shares
    Change vs previous 13F -4,756 shares

    17.83% of the 13F portfolio, value $26,550,446.

    13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 454,306 shares
    Change vs previous 13F not available

    17.5% of the 13F portfolio, value $26,472,384.

    13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).