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SageView Advisory Group, LLC: SHM position timeline

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

SageView Advisory Group, LLC held 31,759 SHM 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 31,759 shares
    Change vs previous 13F -95 shares

    0.05% of the 13F portfolio, value $1,523,333.

    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 31,854 shares
    Change vs previous 13F +76 shares

    0.06% of the 13F portfolio, value $1,523,585.

    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 31,778 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $1,525,031.

    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 31,631 shares
    Change vs previous 13F +80 shares

    0.05% of the 13F portfolio, value $1,525,253.

    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 31,551 shares
    Change vs previous 13F -2,676 shares

    0.06% of the 13F portfolio, value $1,512,860.

    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 34,227 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $1,629,193.

    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 34,149 shares
    Change vs previous 13F +807 shares

    0.07% of the 13F portfolio, value $1,618,311.

    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 33,342 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,605,091.

    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).