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SageView Advisory Group, LLC: PAUG position timeline

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

SageView Advisory Group, LLC held 233,712 PAUG 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 233,712 shares
    Change vs previous 13F -10,066 shares

    0.35% of the 13F portfolio, value $10,666,618.

    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 243,778 shares
    Change vs previous 13F +13,511 shares

    0.38% of the 13F portfolio, value $10,414,198.

    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 230,267 shares
    Change vs previous 13F +44,127 shares

    0.34% of the 13F portfolio, value $9,959,049.

    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 186,140 shares
    Change vs previous 13F +173,869 shares

    0.27% of the 13F portfolio, value $7,905,388.

    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 12,271 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $506,200.

    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 12,271 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $463,618.

    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 12,271 shares
    Change vs previous 13F +4,817 shares

    0.02% of the 13F portfolio, value $472,453.

    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 7,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $282,209.

    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).