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SageView Advisory Group, LLC: PM position timeline

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

SageView Advisory Group, LLC held 24,736 PM 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 24,736 shares
    Change vs previous 13F -240 shares

    0.15% of the 13F portfolio, value $4,475,021.

    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 24,976 shares
    Change vs previous 13F -17,219 shares

    0.15% of the 13F portfolio, value $4,129,660.

    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 42,195 shares
    Change vs previous 13F -1,052 shares

    0.23% of the 13F portfolio, value $6,768,319.

    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 43,247 shares
    Change vs previous 13F +14,359 shares

    0.24% of the 13F portfolio, value $7,014,667.

    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 28,888 shares
    Change vs previous 13F +4,273 shares

    0.17% of the 13F portfolio, value $4,557,748.

    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 24,615 shares
    Change vs previous 13F +2,676 shares

    0.17% of the 13F portfolio, value $3,907,091.

    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 21,939 shares
    Change vs previous 13F +3,258 shares

    0.11% of the 13F portfolio, value $2,640,334.

    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 18,681 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,267,898.

    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).