Sageworth Trust Co of South Dakota
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 162,078
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 61 | 162,078 | 13F-HR | Sageworth Trust Co of South Dakota |
| Q1 2026 | 4/29/2026 | 56 | 126,244 | 13F-HR | Sageworth Trust Co of South Dakota |
| Q4 2025 | 1/30/2026 | 46 | 122,413 | 13F-HR | Sageworth Trust Co of South Dakota |
| Q3 2025 | 11/4/2025 | 49 | 106,064 | 13F-HR | Sageworth Trust Co of South Dakota |
| Q2 2025 | 7/21/2025 | 50 | 92,287 | 13F-HR | Sageworth Trust Co of South Dakota |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.34 K | 19.3% | 5.65 K | 0 | 5.65 K |
| ETFs | 130.7 K | 80.7% | 30.18 K | 0 | 30.18 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
162,078
Holdings
61
QoQ value change ($000)
35,834
(28.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.