SAGE ADVISORS, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 6, 2024
Value $: $127M
Signature - Title: John Bradford Surenkamp - President
Location: Boulder, CO
Summary: This page shows a list of all the recent 13F filings made by SAGE ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE ADVISORS, LLC reported 25 stock holdings with total value $127M as of Q3 2024. Top holdings included OBDC, ARCC, BNL, LLY, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	25	$127M	+$5.46M	-$4.65M	+$808K	OBDC, ARCC, BNL, LLY, AAPL	13F-HR	11/6/2024, 04:27 PM
Q2 2024	25	$123M	+$8.83M	-$1.84M	+$7M	OBDC, ARCC, LLY, BNL, AAPL	13F-HR	9/27/2024, 10:55 AM
Q1 2024	25	$112M	+$17M	-$9.32M	+$7.65M	OBDC, ARCC, LLY, BNL, AAPL	13F-HR	9/27/2024, 10:53 AM
Q4 2023	27	$101M	$0	$0		OBDC, BNL, ARCC, AAPL, LLY	13F-HR	9/20/2024, 09:03 AM