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SageView Advisory Group, LLC: EFAV position timeline

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

SageView Advisory Group, LLC held 19,880 EFAV 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 19,880 shares
    Change vs previous 13F +65 shares

    0.06% of the 13F portfolio, value $1,743,643.

    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 19,815 shares
    Change vs previous 13F -297 shares

    0.07% of the 13F portfolio, value $1,810,467.

    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 20,112 shares
    Change vs previous 13F +142 shares

    0.06% of the 13F portfolio, value $1,734,694.

    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 19,970 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $1,694,020.

    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 20,028 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $1,659,098.

    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 19,954 shares
    Change vs previous 13F -709 shares

    0.07% of the 13F portfolio, value $1,554,850.

    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 20,663 shares
    Change vs previous 13F -2,262 shares

    0.06% of the 13F portfolio, value $1,461,059.

    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 22,925 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,758,318.

    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).