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SageView Advisory Group, LLC: BIV position timeline

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

SageView Advisory Group, LLC held 8,715 BIV 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 8,715 shares
    Change vs previous 13F -1,022 shares

    0.02% of the 13F portfolio, value $668,470.

    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 9,737 shares
    Change vs previous 13F -461 shares

    0.03% of the 13F portfolio, value $751,479.

    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 10,198 shares
    Change vs previous 13F +91 shares

    0.03% of the 13F portfolio, value $794,242.

    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 10,107 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $789,251.

    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 9,986 shares
    Change vs previous 13F -6,128 shares

    0.03% of the 13F portfolio, value $766,015.

    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 16,114 shares
    Change vs previous 13F -22,615 shares

    0.05% of the 13F portfolio, value $1,233,831.

    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 38,729 shares
    Change vs previous 13F -1,692 shares

    0.12% of the 13F portfolio, value $2,894,204.

    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 40,421 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,167,790.

    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).