Skip to content
Disclosery

SageView Advisory Group, LLC: QQQ position timeline

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

SageView Advisory Group, LLC held 6,373 QQQ 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 6,373 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $4,692,949.

    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 6,368 shares
    Change vs previous 13F -1,006 shares

    0.13% of the 13F portfolio, value $3,675,272.

    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 7,374 shares
    Change vs previous 13F -115 shares

    0.15% of the 13F portfolio, value $4,529,335.

    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 7,489 shares
    Change vs previous 13F -121 shares

    0.16% of the 13F portfolio, value $4,495,736.

    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 7,610 shares
    Change vs previous 13F -687 shares

    0.16% of the 13F portfolio, value $4,323,321.

    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 8,297 shares
    Change vs previous 13F -63 shares

    0.17% of the 13F portfolio, value $3,890,668.

    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 8,360 shares
    Change vs previous 13F +1,437 shares

    0.18% of the 13F portfolio, value $4,273,719.

    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 6,923 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,379,037.

    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).