Skip to content
Disclosery

SageView Advisory Group, LLC: ESGV position timeline

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

SageView Advisory Group, LLC held 100,084 ESGV 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 100,084 shares
    Change vs previous 13F +1,129 shares

    0.43% of the 13F portfolio, value $13,235,191.

    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 98,955 shares
    Change vs previous 13F +539 shares

    0.41% of the 13F portfolio, value $11,109,657.

    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 98,416 shares
    Change vs previous 13F +239 shares

    0.4% of the 13F portfolio, value $11,904,374.

    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 98,177 shares
    Change vs previous 13F +233 shares

    0.4% of the 13F portfolio, value $11,628,119.

    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 97,944 shares
    Change vs previous 13F -40,054 shares

    0.42% of the 13F portfolio, value $11,057,895.

    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 137,998 shares
    Change vs previous 13F +306 shares

    0.58% of the 13F portfolio, value $13,516,858.

    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 137,692 shares
    Change vs previous 13F +370 shares

    0.62% of the 13F portfolio, value $14,442,491.

    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 137,322 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $13,958,739.

    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).