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SageView Advisory Group, LLC: EAGG position timeline

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

SageView Advisory Group, LLC held 93,618 EAGG 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 93,618 shares
    Change vs previous 13F -1,172 shares

    0.15% of the 13F portfolio, value $4,438,442.

    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 94,790 shares
    Change vs previous 13F +1,197 shares

    0.16% of the 13F portfolio, value $4,507,245.

    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 93,593 shares
    Change vs previous 13F +3,240 shares

    0.15% of the 13F portfolio, value $4,478,449.

    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 90,353 shares
    Change vs previous 13F +5,978 shares

    0.15% of the 13F portfolio, value $4,339,677.

    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 84,375 shares
    Change vs previous 13F +9,461 shares

    0.15% of the 13F portfolio, value $3,977,454.

    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 74,914 shares
    Change vs previous 13F +52,196 shares

    0.15% of the 13F portfolio, value $3,556,896.

    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 22,718 shares
    Change vs previous 13F +2,171 shares

    0.05% of the 13F portfolio, value $1,055,024.

    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 20,547 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $998,367.

    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).