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SageView Advisory Group, LLC: HYG position timeline

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

SageView Advisory Group, LLC held 43,552 HYG 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 43,552 shares
    Change vs previous 13F -467 shares

    0.11% of the 13F portfolio, value $3,482,878.

    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 44,019 shares
    Change vs previous 13F -1,459 shares

    0.13% of the 13F portfolio, value $3,502,123.

    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 45,478 shares
    Change vs previous 13F +88 shares

    0.12% of the 13F portfolio, value $3,666,865.

    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 45,390 shares
    Change vs previous 13F -1,409 shares

    0.13% of the 13F portfolio, value $3,685,196.

    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 46,799 shares
    Change vs previous 13F +1,204 shares

    0.14% of the 13F portfolio, value $3,764,999.

    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 45,595 shares
    Change vs previous 13F -1,150 shares

    0.15% of the 13F portfolio, value $3,597,003.

    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 46,745 shares
    Change vs previous 13F -21,677 shares

    0.16% of the 13F portfolio, value $3,676,482.

    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 68,422 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,494,271.

    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).