Current Market Value 183,577,000
Current Holdings 43
Most Recent File Date 2025-08-06
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sage Advisory Services, Ltd.Co. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 43 183,577
2025-05-06 2025-03-31 13F-HR 41 170,158
2025-02-05 2024-12-31 13F-HR 42 168,506
2024-11-04 2024-09-30 13F-HR 46 356,155
2024-08-06 2024-06-30 13F-HR 46 356,155
2024-04-26 2024-03-31 13F-HR 48 366,269
2024-02-01 2023-12-31 13F-HR 52 373,312
2023-11-02 2023-09-30 13F-HR 47 357,409
2023-08-02 2023-06-30 13F-HR 46 342,896
2023-05-04 2023-03-31 13F-HR 45 352,550
2023-02-07 2022-12-31 13F-HR 47 341,833
2022-11-10 2022-09-30 13F-HR 45 320,905
2022-08-02 2022-06-30 13F-HR 52 349,443
2022-05-04 2022-03-31 13F-HR 50 396,436
2022-01-31 2021-12-31 13F-HR 55 402,727
2021-10-25 2021-09-30 13F-HR 58 384,735
2021-07-14 2021-06-30 13F-HR 54 365,153
2021-04-27 2021-03-31 13F-HR 50 410,588
2021-01-25 2020-12-31 13F-HR 50 378,793
2020-10-30 2020-09-30 13F-HR 51 303,779
2020-07-28 2020-06-30 13F-HR 51 317,957
2020-04-30 2020-03-31 13F-HR 46 259,593
2020-01-28 2019-12-31 13F-HR 54 315,429
2019-10-17 2019-09-30 13F-HR 50 305,300
2019-07-26 2019-06-30 13F-HR 48 340,822
2019-05-03 2019-03-31 13F-HR 55 1,044,190
2019-01-31 2018-12-31 13F-HR 54 957,360
2018-10-25 2018-09-30 13F-HR 57 1,048,327
2018-07-25 2018-06-30 13F-HR 49 1,013,805
2018-05-02 2018-03-31 13F-HR 50 998,116
2018-01-30 2017-12-31 13F-HR 45 996,858
2017-11-06 2017-09-30 13F-HR 44 928,891
2017-08-03 2017-06-30 13F-HR 36 861,384
2017-05-03 2017-03-31 13F-HR 25 832,932
2017-02-01 2016-12-31 13F-HR 25 783,395
2016-10-31 2016-09-30 13F-HR 13 793,006
2016-08-01 2016-06-30 13F-HR 14 756,119
2016-05-02 2016-03-31 13F-HR 19 768,512
2016-02-01 2015-12-31 13F-HR 19 759,104
2015-10-29 2015-09-30 13F-HR 16 724,473
2015-08-06 2015-06-30 13F-HR 17 727,917
2015-05-05 2015-03-31 13F-HR 18 747,665
2015-02-05 2014-12-31 13F-HR 0 0
2014-11-05 2014-09-30 13F-HR 15 727,989
2014-08-11 2014-06-30 13F-HR 17 803,095
2014-04-28 2014-03-31 13F-HR 15 848,247
2014-02-07 2013-12-31 13F-HR/A 1 R 13 835,226
2014-02-07 2013-12-31 13F-HR 13 835,226
2013-11-07 2013-09-30 13F-HR 16 791,170
2013-08-12 2013-06-30 13F-HR 14 744,293