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SageView Advisory Group, LLC: SUSA position timeline

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

SageView Advisory Group, LLC held 25,224 SUSA 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 25,224 shares
    Change vs previous 13F -4,064 shares

    0.13% of the 13F portfolio, value $3,892,061.

    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 29,288 shares
    Change vs previous 13F -609 shares

    0.14% of the 13F portfolio, value $3,868,996.

    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 29,897 shares
    Change vs previous 13F -501 shares

    0.14% of the 13F portfolio, value $4,166,018.

    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 30,398 shares
    Change vs previous 13F +128 shares

    0.14% of the 13F portfolio, value $4,123,513.

    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 30,270 shares
    Change vs previous 13F -590 shares

    0.15% of the 13F portfolio, value $3,927,522.

    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 30,860 shares
    Change vs previous 13F -14,793 shares

    0.15% of the 13F portfolio, value $3,544,923.

    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 45,653 shares
    Change vs previous 13F -426 shares

    0.24% of the 13F portfolio, value $5,550,901.

    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 46,079 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,546,508.

    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).