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SageView Advisory Group, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on AGG, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 3,533,005 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,533,005 shares
    Change vs previous 13F -177,449 shares

    11.46% of the 13F portfolio, value $349,696,807.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,710,454 shares
    Change vs previous 13F +86,702 shares

    13.46% of the 13F portfolio, value $368,336,723.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,623,752 shares
    Change vs previous 13F +268,605 shares

    12.24% of the 13F portfolio, value $361,940,385.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,355,147 shares
    Change vs previous 13F +44,064 shares

    11.61% of the 13F portfolio, value $336,353,482.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,311,083 shares
    Change vs previous 13F -80,157 shares

    12.31% of the 13F portfolio, value $325,545,618.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,391,240 shares
    Change vs previous 13F +247,247 shares

    14.3% of the 13F portfolio, value $335,461,499.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,143,993 shares
    Change vs previous 13F +369,596 shares

    13.11% of the 13F portfolio, value $304,652,853.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,774,397 shares
    Change vs previous 13F not available

    14.26% of the 13F portfolio, value $280,963,206.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).