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SageView Advisory Group, LLC: POCT position timeline

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

SageView Advisory Group, LLC held 14,927 POCT 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 14,927 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $692,763.

    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 14,927 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $643,503.

    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 14,927 shares
    Change vs previous 13F +3,685 shares

    0.02% of the 13F portfolio, value $655,594.

    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 11,242 shares
    Change vs previous 13F -125,576 shares

    0.02% of the 13F portfolio, value $484,531.

    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 136,818 shares
    Change vs previous 13F +58,782 shares

    0.22% of the 13F portfolio, value $5,752,377.

    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 78,036 shares
    Change vs previous 13F +24,256 shares

    0.13% of the 13F portfolio, value $3,031,701.

    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 53,780 shares
    Change vs previous 13F +38,850 shares

    0.09% of the 13F portfolio, value $2,127,883.

    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 14,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $581,524.

    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).