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SageView Advisory Group, LLC: SUSB position timeline

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

SageView Advisory Group, LLC held 19,941 SUSB 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 19,941 shares
    Change vs previous 13F -9,702 shares

    0.02% of the 13F portfolio, value $498,332.

    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 29,643 shares
    Change vs previous 13F -156 shares

    0.03% of the 13F portfolio, value $743,013.

    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 29,799 shares
    Change vs previous 13F +410 shares

    0.03% of the 13F portfolio, value $752,121.

    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 29,389 shares
    Change vs previous 13F +645 shares

    0.03% of the 13F portfolio, value $743,827.

    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 28,744 shares
    Change vs previous 13F -2,363 shares

    0.03% of the 13F portfolio, value $721,468.

    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 31,107 shares
    Change vs previous 13F -17,042 shares

    0.03% of the 13F portfolio, value $777,360.

    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 48,149 shares
    Change vs previous 13F +454 shares

    0.05% of the 13F portfolio, value $1,189,287.

    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 47,695 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,200,011.

    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).