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SageView Advisory Group, LLC: SUB position timeline

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

SageView Advisory Group, LLC held 70,883 SUB 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 70,883 shares
    Change vs previous 13F -442 shares

    0.25% of the 13F portfolio, value $7,546,945.

    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 71,325 shares
    Change vs previous 13F -20,402 shares

    0.28% of the 13F portfolio, value $7,596,123.

    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 91,727 shares
    Change vs previous 13F +12,133 shares

    0.33% of the 13F portfolio, value $9,787,267.

    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 79,594 shares
    Change vs previous 13F +233 shares

    0.29% of the 13F portfolio, value $8,499,058.

    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 79,361 shares
    Change vs previous 13F +932 shares

    0.32% of the 13F portfolio, value $8,462,294.

    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 78,429 shares
    Change vs previous 13F -2,747 shares

    0.35% of the 13F portfolio, value $8,282,053.

    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 81,176 shares
    Change vs previous 13F +39,845 shares

    0.37% of the 13F portfolio, value $8,562,463.

    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 41,331 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,388,932.

    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).