Skip to content
Disclosery

SageView Advisory Group, LLC: MUNI position timeline

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

SageView Advisory Group, LLC held 58,859 MUNI 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 58,859 shares
    Change vs previous 13F +481 shares

    0.1% of the 13F portfolio, value $3,095,994.

    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 58,378 shares
    Change vs previous 13F +474 shares

    0.11% of the 13F portfolio, value $3,046,737.

    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 57,904 shares
    Change vs previous 13F +146 shares

    0.1% of the 13F portfolio, value $3,034,736.

    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 57,758 shares
    Change vs previous 13F +524 shares

    0.1% of the 13F portfolio, value $3,019,573.

    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 57,234 shares
    Change vs previous 13F +623 shares

    0.11% of the 13F portfolio, value $2,921,209.

    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 56,611 shares
    Change vs previous 13F +455 shares

    0.12% of the 13F portfolio, value $2,918,312.

    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 56,156 shares
    Change vs previous 13F +478 shares

    0.13% of the 13F portfolio, value $2,904,972.

    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 55,678 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,949,814.

    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).