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SageView Advisory Group, LLC: IDEV position timeline

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

SageView Advisory Group, LLC held 16,925 IDEV 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 16,925 shares
    Change vs previous 13F -698 shares

    0.05% of the 13F portfolio, value $1,506,489.

    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 17,623 shares
    Change vs previous 13F -142,504 shares

    0.05% of the 13F portfolio, value $1,472,728.

    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 160,127 shares
    Change vs previous 13F -3,819 shares

    0.45% of the 13F portfolio, value $13,207,259.

    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 163,946 shares
    Change vs previous 13F +151,739 shares

    0.45% of the 13F portfolio, value $13,143,526.

    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 12,207 shares
    Change vs previous 13F -1,050 shares

    0.04% of the 13F portfolio, value $930,052.

    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 13,257 shares
    Change vs previous 13F -1,019 shares

    0.04% of the 13F portfolio, value $913,275.

    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 14,276 shares
    Change vs previous 13F -64 shares

    0.04% of the 13F portfolio, value $920,374.

    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 14,340 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,015,703.

    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).