Number of Shares
314,083
Previous 297,790 5.47%
Holding current value
$11.5 Billion
Previous $9.53 Billion 20.54%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
N/A
16,293 Added 5.47%
314,083 $11.5 Billion
Q2 2025

Jul 28, 2025

BUY
N/A
297,790 New
297,790 $9.53 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.