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SageView Advisory Group, LLC: PEP position timeline

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

SageView Advisory Group, LLC held 14,511 PEP 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 14,511 shares
    Change vs previous 13F -236 shares

    0.06% of the 13F portfolio, value $1,964,834.

    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 14,747 shares
    Change vs previous 13F -6,817 shares

    0.08% of the 13F portfolio, value $2,290,041.

    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 21,564 shares
    Change vs previous 13F -8,277 shares

    0.1% of the 13F portfolio, value $3,094,948.

    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 29,841 shares
    Change vs previous 13F +13,303 shares

    0.14% of the 13F portfolio, value $4,190,792.

    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 16,538 shares
    Change vs previous 13F -320 shares

    0.09% of the 13F portfolio, value $2,341,277.

    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 16,858 shares
    Change vs previous 13F +603 shares

    0.11% of the 13F portfolio, value $2,527,669.

    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 16,255 shares
    Change vs previous 13F +294 shares

    0.11% of the 13F portfolio, value $2,471,893.

    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 15,961 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,714,209.

    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).