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SageView Advisory Group, LLC: IJR position timeline

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

SageView Advisory Group, LLC held 40,903 IJR 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 40,903 shares
    Change vs previous 13F -113 shares

    0.2% of the 13F portfolio, value $6,066,365.

    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 41,016 shares
    Change vs previous 13F -2,314 shares

    0.19% of the 13F portfolio, value $5,098,656.

    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 43,330 shares
    Change vs previous 13F +4,582 shares

    0.18% of the 13F portfolio, value $5,207,429.

    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 38,748 shares
    Change vs previous 13F -1,986 shares

    0.16% of the 13F portfolio, value $4,604,377.

    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 40,734 shares
    Change vs previous 13F -3,302 shares

    0.17% of the 13F portfolio, value $4,594,892.

    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 44,036 shares
    Change vs previous 13F +3,047 shares

    0.2% of the 13F portfolio, value $4,604,827.

    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 40,989 shares
    Change vs previous 13F +27,246 shares

    0.2% of the 13F portfolio, value $4,722,711.

    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 13,743 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,607,327.

    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).