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SageView Advisory Group, LLC: SPHY position timeline

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

SageView Advisory Group, LLC held 1,209,597 SPHY 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 1,209,597 shares
    Change vs previous 13F -110,205 shares

    0.93% of the 13F portfolio, value $28,352,967.

    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 1,319,802 shares
    Change vs previous 13F -122,857 shares

    1.12% of the 13F portfolio, value $30,777,786.

    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 1,442,659 shares
    Change vs previous 13F +100,667 shares

    1.15% of the 13F portfolio, value $34,147,741.

    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 1,341,992 shares
    Change vs previous 13F +224,458 shares

    1.11% of the 13F portfolio, value $32,127,303.

    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 1,117,534 shares
    Change vs previous 13F +42,802 shares

    1% of the 13F portfolio, value $26,519,098.

    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 1,074,732 shares
    Change vs previous 13F +144,732 shares

    1.07% of the 13F portfolio, value $25,170,219.

    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 930,000 shares
    Change vs previous 13F +161,978 shares

    0.94% of the 13F portfolio, value $21,827,091.

    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 768,022 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $18,470,941.

    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).