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SageView Advisory Group, LLC: CME position timeline

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

SageView Advisory Group, LLC held 2,151 CME 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 2,151 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $475,002.

    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 2,294 shares
    Change vs previous 13F -6,744 shares

    0.02% of the 13F portfolio, value $677,465.

    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 9,038 shares
    Change vs previous 13F -1,982 shares

    0.08% of the 13F portfolio, value $2,468,095.

    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 11,020 shares
    Change vs previous 13F +6,866 shares

    0.1% of the 13F portfolio, value $2,977,491.

    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 4,154 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $1,138,893.

    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 4,135 shares
    Change vs previous 13F -1,031 shares

    0.05% of the 13F portfolio, value $1,096,998.

    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 5,166 shares
    Change vs previous 13F +2,153 shares

    0.05% of the 13F portfolio, value $1,199,846.

    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 3,013 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $664,850.

    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).