Skip to content
Disclosery

SageView Advisory Group, LLC: MO position timeline

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

SageView Advisory Group, LLC held 18,233 MO 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 18,233 shares
    Change vs previous 13F -1,429 shares

    0.04% of the 13F portfolio, value $1,311,856.

    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 19,662 shares
    Change vs previous 13F -13,730 shares

    0.05% of the 13F portfolio, value $1,297,480.

    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 33,392 shares
    Change vs previous 13F -2,108 shares

    0.07% of the 13F portfolio, value $1,925,490.

    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 35,500 shares
    Change vs previous 13F +2,414 shares

    0.08% of the 13F portfolio, value $2,345,265.

    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 33,086 shares
    Change vs previous 13F +692 shares

    0.07% of the 13F portfolio, value $1,942,817.

    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 32,394 shares
    Change vs previous 13F -611 shares

    0.08% of the 13F portfolio, value $1,944,345.

    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 33,005 shares
    Change vs previous 13F +230 shares

    0.07% of the 13F portfolio, value $1,725,928.

    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 32,775 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,672,831.

    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).