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SageView Advisory Group, LLC: EMXC position timeline

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

SageView Advisory Group, LLC held 49,172 EMXC 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 49,172 shares
    Change vs previous 13F -105 shares

    0.16% of the 13F portfolio, value $5,030,293.

    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 49,277 shares
    Change vs previous 13F +1,761 shares

    0.14% of the 13F portfolio, value $3,876,169.

    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 47,516 shares
    Change vs previous 13F -10,957 shares

    0.12% of the 13F portfolio, value $3,453,499.

    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 58,473 shares
    Change vs previous 13F -13,247 shares

    0.14% of the 13F portfolio, value $3,947,518.

    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 71,720 shares
    Change vs previous 13F +5,391 shares

    0.17% of the 13F portfolio, value $4,535,580.

    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 66,329 shares
    Change vs previous 13F +9,847 shares

    0.16% of the 13F portfolio, value $3,654,078.

    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 56,482 shares
    Change vs previous 13F +51,306 shares

    0.13% of the 13F portfolio, value $3,131,940.

    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 5,176 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $316,313.

    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).