Skip to content
Disclosery

SageView Advisory Group, LLC: GSIE position timeline

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

SageView Advisory Group, LLC held 89,731 GSIE 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 89,731 shares
    Change vs previous 13F +864 shares

    0.13% of the 13F portfolio, value $4,100,727.

    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 88,867 shares
    Change vs previous 13F -461 shares

    0.14% of the 13F portfolio, value $3,832,847.

    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 89,328 shares
    Change vs previous 13F -3,353 shares

    0.13% of the 13F portfolio, value $3,835,743.

    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 92,681 shares
    Change vs previous 13F +219 shares

    0.13% of the 13F portfolio, value $3,810,123.

    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 92,462 shares
    Change vs previous 13F +217 shares

    0.14% of the 13F portfolio, value $3,670,754.

    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 92,245 shares
    Change vs previous 13F -22 shares

    0.14% of the 13F portfolio, value $3,288,540.

    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 92,267 shares
    Change vs previous 13F -3,189 shares

    0.13% of the 13F portfolio, value $3,076,171.

    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 95,456 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,452,631.

    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).