Skip to content
Disclosery

SageView Advisory Group, LLC: ITOT position timeline

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

SageView Advisory Group, LLC held 5,904 ITOT 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 5,904 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $969,993.

    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 5,901 shares
    Change vs previous 13F -6,077 shares

    0.03% of the 13F portfolio, value $840,570.

    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 11,978 shares
    Change vs previous 13F -141 shares

    0.06% of the 13F portfolio, value $1,781,073.

    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 12,119 shares
    Change vs previous 13F -59 shares

    0.06% of the 13F portfolio, value $1,765,196.

    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 12,178 shares
    Change vs previous 13F -232 shares

    0.06% of the 13F portfolio, value $1,696,102.

    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 12,410 shares
    Change vs previous 13F -1,558 shares

    0.06% of the 13F portfolio, value $1,514,129.

    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 13,968 shares
    Change vs previous 13F +3,392 shares

    0.08% of the 13F portfolio, value $1,796,548.

    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 10,576 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,328,538.

    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).