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SageView Advisory Group, LLC: IBTH position timeline

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

SageView Advisory Group, LLC held 15,866 IBTH 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 15,866 shares
    Change vs previous 13F +5,231 shares

    0.01% of the 13F portfolio, value $354,924.

    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 10,635 shares
    Change vs previous 13F +4,005 shares

    0.01% of the 13F portfolio, value $238,544.

    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 6,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $148,977.

    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).