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SageView Advisory Group, LLC: NUBD position timeline

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

SageView Advisory Group, LLC held 26,374 NUBD 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 26,374 shares
    Change vs previous 13F -9,478 shares

    0.02% of the 13F portfolio, value $583,786.

    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 35,852 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $796,274.

    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 36,039 shares
    Change vs previous 13F -195 shares

    0.03% of the 13F portfolio, value $805,651.

    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 36,234 shares
    Change vs previous 13F +149 shares

    0.03% of the 13F portfolio, value $813,635.

    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 36,085 shares
    Change vs previous 13F -1,012 shares

    0.03% of the 13F portfolio, value $795,489.

    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 37,097 shares
    Change vs previous 13F -70,257 shares

    0.04% of the 13F portfolio, value $822,998.

    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 107,354 shares
    Change vs previous 13F +383 shares

    0.1% of the 13F portfolio, value $2,338,180.

    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 106,971 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,428,241.

    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).