Skip to content
Disclosery

SageView Advisory Group, LLC: SCHE position timeline

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

SageView Advisory Group, LLC held 3,169,433 SCHE 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 3,169,433 shares
    Change vs previous 13F -196,375 shares

    3.77% of the 13F portfolio, value $114,923,643.

    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 3,365,808 shares
    Change vs previous 13F +6,873 shares

    4.05% of the 13F portfolio, value $110,903,389.

    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 3,358,935 shares
    Change vs previous 13F -351,347 shares

    3.72% of the 13F portfolio, value $110,005,130.

    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 3,710,282 shares
    Change vs previous 13F -54,014 shares

    4.27% of the 13F portfolio, value $123,812,130.

    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 3,764,296 shares
    Change vs previous 13F +178,191 shares

    4.39% of the 13F portfolio, value $116,128,518.

    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 3,586,105 shares
    Change vs previous 13F +108,331 shares

    4.22% of the 13F portfolio, value $98,868,903.

    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 3,477,774 shares
    Change vs previous 13F +634,282 shares

    3.99% of the 13F portfolio, value $92,613,118.

    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 2,843,492 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $82,973,087.

    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).