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SageView Advisory Group, LLC: BSV position timeline

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

SageView Advisory Group, LLC held 124,335 BSV 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 124,335 shares
    Change vs previous 13F +88,103 shares

    0.32% of the 13F portfolio, value $9,686,946.

    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 36,232 shares
    Change vs previous 13F -20,275 shares

    0.1% of the 13F portfolio, value $2,840,957.

    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 56,507 shares
    Change vs previous 13F +270 shares

    0.15% of the 13F portfolio, value $4,453,323.

    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 56,237 shares
    Change vs previous 13F +26,744 shares

    0.15% of the 13F portfolio, value $4,437,698.

    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 29,493 shares
    Change vs previous 13F -15,119 shares

    0.09% of the 13F portfolio, value $2,311,707.

    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 44,612 shares
    Change vs previous 13F -55,132 shares

    0.15% of the 13F portfolio, value $3,492,261.

    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 99,744 shares
    Change vs previous 13F +56 shares

    0.33% of the 13F portfolio, value $7,707,216.

    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 99,688 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,844,437.

    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).