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SageView Advisory Group, LLC: IEMG position timeline

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

SageView Advisory Group, LLC held 241,387 IEMG 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 241,387 shares
    Change vs previous 13F +118,996 shares

    0.66% of the 13F portfolio, value $19,996,576.

    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 122,391 shares
    Change vs previous 13F +18,300 shares

    0.31% of the 13F portfolio, value $8,536,768.

    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 104,091 shares
    Change vs previous 13F +12,101 shares

    0.24% of the 13F portfolio, value $6,997,001.

    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 91,990 shares
    Change vs previous 13F +13,964 shares

    0.21% of the 13F portfolio, value $6,063,972.

    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 78,026 shares
    Change vs previous 13F -11,817 shares

    0.18% of the 13F portfolio, value $4,761,941.

    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 89,843 shares
    Change vs previous 13F -30,922 shares

    0.21% of the 13F portfolio, value $4,848,805.

    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 120,765 shares
    Change vs previous 13F +11,697 shares

    0.27% of the 13F portfolio, value $6,306,368.

    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 109,068 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,261,613.

    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).