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SageView Advisory Group, LLC: FAST position timeline

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

SageView Advisory Group, LLC held 39,010 FAST 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 39,010 shares
    Change vs previous 13F +176 shares

    0.06% of the 13F portfolio, value $1,873,665.

    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 38,834 shares
    Change vs previous 13F -44 shares

    0.07% of the 13F portfolio, value $1,801,889.

    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 38,878 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $1,560,187.

    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 39,093 shares
    Change vs previous 13F -50,879 shares

    0.07% of the 13F portfolio, value $1,917,112.

    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 89,972 shares
    Change vs previous 13F +40,532 shares

    0.16% of the 13F portfolio, value $4,210,664.

    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 49,440 shares
    Change vs previous 13F +39,216 shares

    0.16% of the 13F portfolio, value $3,834,058.

    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 10,224 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $735,203.

    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 10,118 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $722,608.

    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).