SAGP ADVISORS INNER CIRCLE FD III
FollowSTRATEGAS GBL PO (fund)
15 managers (15 13F filers) reported a position in SAGP shares at 2025-12-31, 1,321,604 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 15
- 13F filers
- 15
- New
- 2
- Added
- 5
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 1,321,604
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Baird Financial Group, Inc.in group Baird Financial Group, Inc. | 623,927 | $21.1M | 0.03% | +13,151 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 480,301 | $16.3M | <0.01% | +11,718 | 13F-HRTimelineGroup |
| Greenwich Wealth Management LLC | 77,669 | $2.63M | 0.12% | +26,302 | 13F-HRTimeline |
| Triangle Securities Wealth Management | 74,648 | $2.53M | 0.53% | -2,579 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Cambridge Advisors Inc. | 19,371 | $656K | 0.12% | -190 | 13F-HRTimeline |
| Archford Capital Strategies, LLC | 14,436 | $489K | 0.06% | +364 | 13F-HRTimeline |
| Fiduciary Trust Coin group Fiduciary Trust Co | 13,420 | $455K | 0.01% | 0 | 13F-HRTimelineGroup |
| Jaffetilchin Investment Partners, LLC | 13,328 | $452K | 0.03% | +413 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 2,713 | $91.9K | <0.01% | new | 13F-HRTimelineGroup |
| Allworth Financial LP | 650 | $22K | <0.01% | new | 13F-HRTimeline |
| Parallel Advisors, LLC | 500 | $16.9K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 449 | $15.2K | <0.01% | -159 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 108 | $3.66K | <0.01% | -341 | 13F-HRTimelineGroup |
| US BANCORP \DE\in group US BANCORP \DE\ | 84 | $2.85K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 0 | $12 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |