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SageView Advisory Group, LLC: AVDE position timeline

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

SageView Advisory Group, LLC held 26,403 AVDE 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 26,403 shares
    Change vs previous 13F +7,581 shares

    0.08% of the 13F portfolio, value $2,355,147.

    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 18,822 shares
    Change vs previous 13F +252 shares

    0.06% of the 13F portfolio, value $1,596,829.

    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 18,570 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $1,528,698.

    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 18,576 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $1,465,672.

    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 18,591 shares
    Change vs previous 13F -293 shares

    0.05% of the 13F portfolio, value $1,382,637.

    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 18,884 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $1,251,417.

    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 18,762 shares
    Change vs previous 13F -560 shares

    0.05% of the 13F portfolio, value $1,151,427.

    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 19,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,295,155.

    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).