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SageView Advisory Group, LLC: IJH position timeline

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

SageView Advisory Group, LLC held 211,782 IJH 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 211,782 shares
    Change vs previous 13F +11,467 shares

    0.54% of the 13F portfolio, value $16,330,519.

    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 200,315 shares
    Change vs previous 13F -14,435 shares

    0.49% of the 13F portfolio, value $13,527,302.

    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 214,750 shares
    Change vs previous 13F +36,788 shares

    0.48% of the 13F portfolio, value $14,173,527.

    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 177,962 shares
    Change vs previous 13F -12,032 shares

    0.4% of the 13F portfolio, value $11,613,782.

    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 189,994 shares
    Change vs previous 13F -8,617 shares

    0.46% of the 13F portfolio, value $12,203,281.

    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 198,611 shares
    Change vs previous 13F +56,031 shares

    0.49% of the 13F portfolio, value $11,588,958.

    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 142,580 shares
    Change vs previous 13F +111,781 shares

    0.38% of the 13F portfolio, value $8,884,157.

    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 30,799 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,919,368.

    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).