Advertisement
Screener

Sage Investment Advisers LLC Historic Quarter Change: Foreign SPAC Units, Reduced

Sage Investment Advisers LLC historic quarter change: Foreign SPAC Units, Reduced

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2023-12-31 to 2026-06-30, Sage Investment Advisers LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1925418), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2024-09-30 to 2025-12-31, filed 2026-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Mendota Financial Group, LLCUnited States$0.135B32
Alamea Verwaltungs GmbHUnited States$0.135B87
Isabella Capital Management LLPUnited Kingdom$0.135B9
Murphy & Mullick Capital Management CorpUnited States$0.135B726
Terra Nova Asset Management LLCUnited States$0.135B83
FORTRESS FINANCIAL GROUP, LLCUnited States$0.135B87
Grand Central Investment GroupUnited States$0.135B44
B Group, Inc.United States$0.135B20
University of Pittsburgh - Of the Commonwealth System of Higher EducationUnited States$0.135B1
Spartan Planning & Wealth ManagementUnited States$0.135B69