Number of Shares
8,423
Previous 7,234 16.44%
Holding current value
$862 Million
Previous $560 Million 53.76%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 28, 2025

BUY
N/A
1,189 Added 16.44%
8,423 $862 Million
Q1 2025

Apr 17, 2025

BUY
N/A
1,009 Added 16.21%
7,234 $560 Million
Q4 2024

Feb 13, 2025

BUY
N/A
6,225 New
6,225 $688 Million
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.