Current Market Value 1,536,601,990
Current Holdings 494
Most Recent File Date 2025-07-31
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sage Mountain Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 494 1,536,602
2025-05-02 2025-03-31 13F-HR 492 1,356,502
2025-02-07 2024-12-31 13F-HR 473 1,368,562
2024-10-29 2024-09-30 13F-HR 485 1,173,123
2024-07-31 2024-06-30 13F-HR 421 1,081,520
2024-04-23 2024-03-31 13F-HR 408 962,171
2024-02-01 2023-12-31 13F-HR 355 861,911
2023-10-25 2023-09-30 13F-HR 363 727,041
2023-07-24 2023-06-30 13F-HR 356 701,599
2023-04-25 2023-03-31 13F-HR 333 620,130
2023-02-01 2022-12-31 13F-HR 297 439,668
2022-10-31 2022-09-30 13F-HR 390 375,979
2022-08-25 2022-06-30 13F-HR/A 1 R 617 564,991
2022-08-01 2022-06-30 13F-HR 695 600,738
2022-08-25 2022-03-31 13F-HR/A 1 R 616 639,856
2022-05-10 2022-03-31 13F-HR 939 932,241
2022-02-02 2021-12-31 13F-HR 692 833,641
2021-11-01 2021-09-30 13F-HR 577 694,546
2021-07-22 2021-06-30 13F-HR 525 604,999
2021-05-10 2021-03-31 13F-HR 463 470,761
2021-03-01 2020-12-31 13F-HR/A 1 R 270 305,478
2021-01-21 2020-12-31 13F-HR 270 305,476