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SageView Advisory Group, LLC: KAUG position timeline

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

SageView Advisory Group, LLC held 207,007 KAUG 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 207,007 shares
    Change vs previous 13F -9,863 shares

    0.19% of the 13F portfolio, value $5,925,577.

    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 216,870 shares
    Change vs previous 13F +11,582 shares

    0.21% of the 13F portfolio, value $5,813,982.

    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 205,288 shares
    Change vs previous 13F +41,431 shares

    0.18% of the 13F portfolio, value $5,446,292.

    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 163,857 shares
    Change vs previous 13F +98,011 shares

    0.15% of the 13F portfolio, value $4,259,989.

    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 65,846 shares
    Change vs previous 13F +6,182 shares

    0.06% of the 13F portfolio, value $1,641,825.

    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 59,664 shares
    Change vs previous 13F +25,770 shares

    0.06% of the 13F portfolio, value $1,433,507.

    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 33,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $852,198.

    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).