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SageView Advisory Group, LLC: SPDW position timeline

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

SageView Advisory Group, LLC held 511,049 SPDW 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 511,049 shares
    Change vs previous 13F +443,336 shares

    0.84% of the 13F portfolio, value $25,751,727.

    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 67,713 shares
    Change vs previous 13F +45,959 shares

    0.11% of the 13F portfolio, value $3,091,086.

    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 21,754 shares
    Change vs previous 13F -4,565 shares

    0.03% of the 13F portfolio, value $966,108.

    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 26,319 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $1,126,210.

    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 26,469 shares
    Change vs previous 13F -1,548 shares

    0.04% of the 13F portfolio, value $1,075,424.

    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 28,017 shares
    Change vs previous 13F -3,804 shares

    0.04% of the 13F portfolio, value $1,020,093.

    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 31,821 shares
    Change vs previous 13F +19,613 shares

    0.05% of the 13F portfolio, value $1,086,061.

    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 12,208 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $458,521.

    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).