Skip to content
Disclosery

SageView Advisory Group, LLC: BKMS position timeline

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

SageView Advisory Group, LLC held 271,600 BKMS 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 271,600 shares
    Change vs previous 13F -4,870 shares

    0.23% of the 13F portfolio, value $6,936,665.

    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 276,470 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,054,133.

    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).