Skip to content

SageView Advisory Group, LLC: EGUS position timeline

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

SageView Advisory Group, LLC held 41,256 EGUS 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 41,256 shares
    Change vs previous 13F +48 shares

    0.08% of the 13F portfolio, value $2,410,203.

    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 41,208 shares
    Change vs previous 13F +276 shares

    0.07% of the 13F portfolio, value $1,967,195.

    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 40,932 shares
    Change vs previous 13F -1,105 shares

    0.07% of the 13F portfolio, value $2,166,159.

    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 42,037 shares
    Change vs previous 13F +640 shares

    0.07% of the 13F portfolio, value $2,168,856.

    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 41,397 shares
    Change vs previous 13F +4,067 shares

    0.08% of the 13F portfolio, value $2,024,003.

    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 37,330 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,472,668.

    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).