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SageView Advisory Group, LLC: ESGE position timeline

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

SageView Advisory Group, LLC held 19,668 ESGE 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 19,668 shares
    Change vs previous 13F -3,217 shares

    0.04% of the 13F portfolio, value $1,075,661.

    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 22,885 shares
    Change vs previous 13F -579 shares

    0.04% of the 13F portfolio, value $1,040,600.

    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 23,464 shares
    Change vs previous 13F -708 shares

    0.04% of the 13F portfolio, value $1,036,413.

    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 24,172 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $1,049,532.

    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 24,214 shares
    Change vs previous 13F -1,549 shares

    0.04% of the 13F portfolio, value $966,147.

    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 25,763 shares
    Change vs previous 13F -16,605 shares

    0.04% of the 13F portfolio, value $900,411.

    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 42,368 shares
    Change vs previous 13F +423 shares

    0.06% of the 13F portfolio, value $1,414,664.

    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 41,945 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,527,234.

    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).