Number of Shares
89,748
Previous 69,869 28.45%
Holding current value
$3.17 Billion
Previous $2.4 Billion 32.46%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
N/A
19,879 Added 28.45%
89,748 $3.17 Billion
Q1 2025

Apr 17, 2025

BUY
N/A
32,637 Added 87.66%
69,869 $2.4 Billion
Q4 2024

Feb 13, 2025

BUY
N/A
37,232 New
37,232 $1.27 Billion
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.