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SageView Advisory Group, LLC: BUFF position timeline

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

SageView Advisory Group, LLC held 15,688 BUFF 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 15,688 shares
    Change vs previous 13F -2,620 shares

    0.03% of the 13F portfolio, value $826,444.

    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 18,308 shares
    Change vs previous 13F -5,176 shares

    0.03% of the 13F portfolio, value $904,599.

    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 23,484 shares
    Change vs previous 13F -5,749 shares

    0.04% of the 13F portfolio, value $1,170,913.

    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 29,233 shares
    Change vs previous 13F -57,704 shares

    0.05% of the 13F portfolio, value $1,428,193.

    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 86,937 shares
    Change vs previous 13F -34,213 shares

    0.16% of the 13F portfolio, value $4,151,242.

    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 121,150 shares
    Change vs previous 13F -52,014 shares

    0.23% of the 13F portfolio, value $5,341,504.

    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 173,164 shares
    Change vs previous 13F -64,690 shares

    0.33% of the 13F portfolio, value $7,776,796.

    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 237,854 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $10,494,098.

    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).