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SageView Advisory Group, LLC: FNDA position timeline

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

SageView Advisory Group, LLC held 40,561 FNDA 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 40,561 shares
    Change vs previous 13F -28 shares

    0.05% of the 13F portfolio, value $1,543,757.

    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 40,589 shares
    Change vs previous 13F -1,349 shares

    0.05% of the 13F portfolio, value $1,316,295.

    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 41,938 shares
    Change vs previous 13F -1,336 shares

    0.04% of the 13F portfolio, value $1,321,482.

    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 43,274 shares
    Change vs previous 13F -2,095 shares

    0.05% of the 13F portfolio, value $1,348,414.

    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 45,369 shares
    Change vs previous 13F -908 shares

    0.05% of the 13F portfolio, value $1,360,171.

    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 46,277 shares
    Change vs previous 13F -1,946 shares

    0.05% of the 13F portfolio, value $1,267,522.

    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 48,223 shares
    Change vs previous 13F +21,239 shares

    0.06% of the 13F portfolio, value $1,432,223.

    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 26,984 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,607,449.

    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).