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SageView Advisory Group, LLC: IVOG position timeline

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

SageView Advisory Group, LLC held 18,546 IVOG 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 18,546 shares
    Change vs previous 13F -1,746 shares

    0.09% of the 13F portfolio, value $2,713,280.

    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 20,292 shares
    Change vs previous 13F -1,228 shares

    0.09% of the 13F portfolio, value $2,537,109.

    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 21,520 shares
    Change vs previous 13F +770 shares

    0.09% of the 13F portfolio, value $2,586,717.

    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 20,750 shares
    Change vs previous 13F +2,663 shares

    0.09% of the 13F portfolio, value $2,479,169.

    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 18,087 shares
    Change vs previous 13F -7,728 shares

    0.08% of the 13F portfolio, value $2,128,840.

    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 25,815 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,663,334.

    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 25,815 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,909,093.

    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).