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SageView Advisory Group, LLC: PULS position timeline

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

SageView Advisory Group, LLC held 67,137 PULS 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 67,137 shares
    Change vs previous 13F +11,158 shares

    0.11% of the 13F portfolio, value $3,326,652.

    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 55,979 shares
    Change vs previous 13F +5,250 shares

    0.1% of the 13F portfolio, value $2,770,946.

    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 50,729 shares
    Change vs previous 13F +5,548 shares

    0.09% of the 13F portfolio, value $2,515,647.

    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 45,181 shares
    Change vs previous 13F +11,639 shares

    0.08% of the 13F portfolio, value $2,251,371.

    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 33,542 shares
    Change vs previous 13F +2,851 shares

    0.06% of the 13F portfolio, value $1,668,710.

    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 30,691 shares
    Change vs previous 13F +5,824 shares

    0.07% of the 13F portfolio, value $1,526,234.

    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 24,867 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,232,174.

    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).