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SageView Advisory Group, LLC: PFF position timeline

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

SageView Advisory Group, LLC held 27,345 PFF 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 27,345 shares
    Change vs previous 13F -520 shares

    0.03% of the 13F portfolio, value $833,759.

    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 27,865 shares
    Change vs previous 13F -2,765 shares

    0.03% of the 13F portfolio, value $844,878.

    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 30,630 shares
    Change vs previous 13F -23,368 shares

    0.03% of the 13F portfolio, value $948,300.

    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 53,998 shares
    Change vs previous 13F -25,842 shares

    0.06% of the 13F portfolio, value $1,707,430.

    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 79,840 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $2,485,414.

    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 79,765 shares
    Change vs previous 13F +1,252 shares

    0.1% of the 13F portfolio, value $2,451,169.

    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 78,513 shares
    Change vs previous 13F +759 shares

    0.11% of the 13F portfolio, value $2,468,455.

    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 77,754 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,583,766.

    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).