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SageView Advisory Group, LLC: IWL position timeline

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

SageView Advisory Group, LLC held 35,692 IWL 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 35,692 shares
    Change vs previous 13F -322 shares

    0.22% of the 13F portfolio, value $6,601,283.

    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 36,014 shares
    Change vs previous 13F -1,085 shares

    0.21% of the 13F portfolio, value $5,779,517.

    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 37,099 shares
    Change vs previous 13F -827 shares

    0.21% of the 13F portfolio, value $6,330,251.

    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 37,926 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $6,299,473.

    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 37,925 shares
    Change vs previous 13F -10,149 shares

    0.23% of the 13F portfolio, value $5,984,192.

    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 48,074 shares
    Change vs previous 13F -36,700 shares

    0.28% of the 13F portfolio, value $6,605,898.

    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 84,774 shares
    Change vs previous 13F -4,630 shares

    0.53% of the 13F portfolio, value $12,267,753.

    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 89,404 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $12,555,952.

    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).