SageView Advisory Group, LLC: SOUN position timeline

SageView Advisory Group, LLC held 0 SOUN 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 -15,205 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 15,205 shares

   Change vs previous 13F +15,205 shares

   0.01% of the 13F portfolio, value $151,594.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -14,125 shares

   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).

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

4. period ended2025-03-31

   13F 14,125 shares

   Change vs previous 13F -1,557 shares

   <0.01% of the 13F portfolio, value $114,695.

   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).

5. period ended2024-12-31

   13F 15,682 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $311,131.

   13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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