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SageView Advisory Group, LLC: EJUL position timeline

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

SageView Advisory Group, LLC held 0 EJUL shares at 2025-03-31 per its 13F-HR filed 2025-05-19.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -9,387 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 9,387 shares
    Change vs previous 13F -6,057 shares

    0.01% of the 13F portfolio, value $231,533.

    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).

  3. period ended2024-09-30
    13F 15,444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $394,286.

    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).