Sageworth Trust Co of South Dakota
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 172,771
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 56 | 172,771 | 13F-HR | Sageworth Trust Co of South Dakota |
| 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 | 27.77 K | 16.1% | 0 | 3.568 K | -3.568 K |
| ETFs | 145 K | 83.9% | 14.26 K | 0 | 14.26 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
172,771
Holdings
56
QoQ value change ($000)
10,693
(6.6%)
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.