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SageView Advisory Group, LLC: JBSS position timeline

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

SageView Advisory Group, LLC held 6,170 JBSS 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 6,170 shares
    Change vs previous 13F -505 shares

    0.02% of the 13F portfolio, value $530,559.

    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 6,675 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $529,528.

    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 6,695 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $472,667.

    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 6,696 shares
    Change vs previous 13F +1,743 shares

    0.01% of the 13F portfolio, value $430,419.

    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 4,953 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $330,168.

    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 4,967 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $351,962.

    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 4,798 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $417,954.

    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 4,803 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $452,971.

    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).