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SageView Advisory Group, LLC: ISEP position timeline

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

SageView Advisory Group, LLC held 231,896 ISEP 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 231,896 shares
    Change vs previous 13F -10,234 shares

    0.26% of the 13F portfolio, value $8,023,603.

    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 242,130 shares
    Change vs previous 13F +12,526 shares

    0.29% of the 13F portfolio, value $7,939,445.

    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 229,604 shares
    Change vs previous 13F +45,516 shares

    0.25% of the 13F portfolio, value $7,483,783.

    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 184,088 shares
    Change vs previous 13F +51,869 shares

    0.2% of the 13F portfolio, value $5,866,462.

    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 132,219 shares
    Change vs previous 13F +59,722 shares

    0.15% of the 13F portfolio, value $4,068,249.

    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 72,497 shares
    Change vs previous 13F +29,782 shares

    0.09% of the 13F portfolio, value $2,084,986.

    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 42,715 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,177,026.

    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).