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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

FDS holding history

Factset Research Systems Inc in every 13F filed by Sage Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
2,752
Value
$633.1K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of FDS by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,752$633.1K0.3%−121−4.2%ReducedHolders
Q1 20262,873$623.4K0.3%+653+29.4%AddedHolders
Q4 20252,220$644.2K0.3%+98+4.6%AddedHolders
Q3 20252,122$608.0K0.3%+767+56.6%AddedHolders
Q2 20251,355$606.4K0.4%+193+16.6%AddedHolders
Q1 20251,162$528.5K0.4%+34+3.0%AddedHolders
Q4 20241,128$541.8K0.4%+5+0.4%AddedHolders
Q3 20241,123$516.8K0.4%+37+3.4%AddedHolders
Q2 20241,086$443.7K0.4%+288+36.1%AddedHolders
Q1 2024798$362.8K0.3%+365+84.3%AddedHolders
Q4 2023433$206.9K0.2%−113−20.7%ReducedHolders
Q3 2023546$239.0K0.3%+14+2.6%AddedHolders
Q2 2023532$213.4K0.3%00.0%UnchangedHolders
Q1 2023532$221.0K0.3%−28−5.0%ReducedHolders
Q4 2022560$224.8K0.3%00.0%UnchangedHolders
Q3 2022560$224.0K0.3%00.0%UnchangedHolders
Q2 2022560$215.0K0.3%+29+5.5%AddedHolders
Q1 2022531$231.0K0.2%+57+12.0%AddedHolders
Q4 2021474$230.0K0.3%−21−4.2%ReducedHolders
Q3 2021495$195.0K0.3%00.0%UnchangedHolders
Q2 2021495$166.0K0.2%00.0%UnchangedHolders
Q1 2021495$153.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.