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SageView Advisory Group, LLC: ESGD position timeline

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

SageView Advisory Group, LLC held 29,204 ESGD 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 29,204 shares
    Change vs previous 13F -6,410 shares

    0.1% of the 13F portfolio, value $3,002,476.

    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 35,614 shares
    Change vs previous 13F -613 shares

    0.12% of the 13F portfolio, value $3,405,413.

    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 36,227 shares
    Change vs previous 13F -309 shares

    0.12% of the 13F portfolio, value $3,444,828.

    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 36,536 shares
    Change vs previous 13F -6 shares

    0.12% of the 13F portfolio, value $3,397,153.

    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 36,542 shares
    Change vs previous 13F +676 shares

    0.12% of the 13F portfolio, value $3,250,080.

    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 35,866 shares
    Change vs previous 13F -21,028 shares

    0.12% of the 13F portfolio, value $2,929,885.

    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 56,894 shares
    Change vs previous 13F +440 shares

    0.19% of the 13F portfolio, value $4,331,909.

    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 56,454 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,751,771.

    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).