SAP SAP SE

Ownership history in Net Worth Advisory Group  ·  5 quarters on record

This page tracks every 13F SEC filing in which Net Worth Advisory Group reported a position in SAP SE (SAP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q1)
Avg. % of fund
0.11%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,448 -33 -2.2% 0.11% $387K $267.21
2025 Q2 ADDED 1,481 +9 +0.6% 0.10% $450K $304.10
2025 Q1 REDUCED 1,472 -62 -4.0% 0.12% $395K $266.03
2024 Q4 REDUCED 1,534 -39 -2.5% 0.11% $378K $244.00
2024 Q3 INITIATED 1,573 0.11% $360K $227.05
% of Fund (quarterly)    SAP price (monthly, adj. close)
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