Sage Investment Advisers LLC
All 13F Filings
- Location
- Wappingers Falls, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 154,177
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 10/21/2026 | 96 | 154,177 | 13F-HR | Sage Investment Advisers LLC |
| Q2 2026 | 7/9/2026 | 98 | 148,665 | 13F-HR | Sage Investment Advisers LLC |
| Q1 2026 | 4/10/2026 | 89 | 135,037 | 13F-HR | Sage Investment Advisers LLC |
| Q4 2025 | 2/10/2026 | 86 | 133,397 | 13F-HR | Sage Investment Advisers LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.53 K | 38.6% | 0 | 2.535 K | -2.535 K |
| ETFs | 89.22 K | 57.9% | 7.803 K | 0 | 7.803 K |
| Debt | 5.419 K | 3.5% | 240 | 0 | 240 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
154,177
Holdings
96
QoQ value change ($000)
5,512
(3.7%)
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.