Skip to content
Disclosery

SageView Advisory Group, LLC: SPGI position timeline

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

SageView Advisory Group, LLC held 1,228 SPGI 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 1,228 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $500,067.

    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 1,299 shares
    Change vs previous 13F -77 shares

    0.02% of the 13F portfolio, value $552,356.

    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 1,376 shares
    Change vs previous 13F -1,122 shares

    0.02% of the 13F portfolio, value $719,353.

    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 2,498 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $1,216,060.

    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 2,648 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $1,404,745.

    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 2,821 shares
    Change vs previous 13F -404 shares

    0.06% of the 13F portfolio, value $1,433,281.

    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 3,225 shares
    Change vs previous 13F +134 shares

    0.07% of the 13F portfolio, value $1,606,297.

    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 3,091 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,596,777.

    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).