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SageView Advisory Group, LLC: FLOT position timeline

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

SageView Advisory Group, LLC held 43,983 FLOT 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 43,983 shares
    Change vs previous 13F +9,610 shares

    0.07% of the 13F portfolio, value $2,245,303.

    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 34,373 shares
    Change vs previous 13F +958 shares

    0.06% of the 13F portfolio, value $1,751,330.

    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 33,415 shares
    Change vs previous 13F +3,519 shares

    0.06% of the 13F portfolio, value $1,699,474.

    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 29,896 shares
    Change vs previous 13F +4,206 shares

    0.05% of the 13F portfolio, value $1,527,275.

    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 25,690 shares
    Change vs previous 13F +1,989 shares

    0.05% of the 13F portfolio, value $1,312,132.

    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 23,701 shares
    Change vs previous 13F +10,668 shares

    0.05% of the 13F portfolio, value $1,209,901.

    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 13,033 shares
    Change vs previous 13F +8,167 shares

    0.03% of the 13F portfolio, value $663,121.

    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 4,866 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,377.

    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).