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SageView Advisory Group, LLC: META position timeline

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

SageView Advisory Group, LLC held 15,359 META 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 15,359 shares
    Change vs previous 13F -2,259 shares

    0.28% of the 13F portfolio, value $8,651,041.

    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 17,618 shares
    Change vs previous 13F -3,811 shares

    0.37% of the 13F portfolio, value $10,079,265.

    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 21,429 shares
    Change vs previous 13F -2,449 shares

    0.48% of the 13F portfolio, value $14,144,979.

    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 23,878 shares
    Change vs previous 13F +3,316 shares

    0.61% of the 13F portfolio, value $17,535,798.

    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 20,562 shares
    Change vs previous 13F +1,025 shares

    0.56% of the 13F portfolio, value $14,756,123.

    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 19,537 shares
    Change vs previous 13F +359 shares

    0.48% of the 13F portfolio, value $11,260,051.

    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 19,178 shares
    Change vs previous 13F +2,310 shares

    0.48% of the 13F portfolio, value $11,229,318.

    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 16,868 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $9,655,817.

    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).