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SageView Advisory Group, LLC: MUB position timeline

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

SageView Advisory Group, LLC held 250,803 MUB 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 250,803 shares
    Change vs previous 13F -13,291 shares

    0.88% of the 13F portfolio, value $26,991,481.

    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 264,094 shares
    Change vs previous 13F -37,856 shares

    1.02% of the 13F portfolio, value $28,033,532.

    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 301,950 shares
    Change vs previous 13F -11,448 shares

    1.09% of the 13F portfolio, value $32,341,802.

    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 313,398 shares
    Change vs previous 13F +25,875 shares

    1.15% of the 13F portfolio, value $33,373,794.

    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 287,523 shares
    Change vs previous 13F +21,617 shares

    1.13% of the 13F portfolio, value $29,796,013.

    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 265,906 shares
    Change vs previous 13F -12,056 shares

    1.2% of the 13F portfolio, value $28,037,142.

    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 277,962 shares
    Change vs previous 13F +96,807 shares

    1.27% of the 13F portfolio, value $29,616,888.

    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 181,155 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $19,678,915.

    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).