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SageView Advisory Group, LLC: CSW position timeline

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

SageView Advisory Group, LLC held 24,761 CSW 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 24,761 shares
    Change vs previous 13F -3,062 shares

    0.23% of the 13F portfolio, value $6,891,046.

    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 27,823 shares
    Change vs previous 13F +8,366 shares

    0.26% of the 13F portfolio, value $7,250,173.

    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 19,457 shares
    Change vs previous 13F -5,064 shares

    0.19% of the 13F portfolio, value $5,711,225.

    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 24,521 shares
    Change vs previous 13F -2,835 shares

    0.21% of the 13F portfolio, value $5,952,483.

    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 27,356 shares
    Change vs previous 13F +8,216 shares

    0.29% of the 13F portfolio, value $7,739,024.

    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 19,140 shares
    Change vs previous 13F -2,433 shares

    0.24% of the 13F portfolio, value $5,579,755.

    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 21,573 shares
    Change vs previous 13F +10,756 shares

    0.33% of the 13F portfolio, value $7,611,016.

    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 10,817 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,963,304.

    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).