SageView Advisory Group, LLC: PROP position timeline

SageView Advisory Group, LLC held 0 PROP shares at 2026-03-31 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -26,000 shares

   13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 26,000 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $43,940.

   13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 26,000 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $51,610.

   13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 26,000 shares

   Change vs previous 13F +15,000 shares

   <0.01% of the 13F portfolio, value $98,540.

   13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 11,000 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $58,850.

   13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
   Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).