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SageView Advisory Group, LLC: IBM position timeline

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

SageView Advisory Group, LLC held 8,889 IBM 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 8,889 shares
    Change vs previous 13F -508 shares

    0.08% of the 13F portfolio, value $2,499,654.

    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 9,397 shares
    Change vs previous 13F -1,196 shares

    0.08% of the 13F portfolio, value $2,277,695.

    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 10,593 shares
    Change vs previous 13F -585 shares

    0.11% of the 13F portfolio, value $3,137,765.

    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 11,178 shares
    Change vs previous 13F -116 shares

    0.11% of the 13F portfolio, value $3,154,006.

    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 11,294 shares
    Change vs previous 13F +1,431 shares

    0.11% of the 13F portfolio, value $2,972,865.

    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 9,863 shares
    Change vs previous 13F -155 shares

    0.1% of the 13F portfolio, value $2,452,430.

    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 10,018 shares
    Change vs previous 13F +3,189 shares

    0.09% of the 13F portfolio, value $2,202,288.

    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 6,829 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,509,799.

    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).