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SageView Advisory Group, LLC: T position timeline

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

SageView Advisory Group, LLC held 60,139 T 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 60,139 shares
    Change vs previous 13F -5,275 shares

    0.04% of the 13F portfolio, value $1,244,871.

    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 65,414 shares
    Change vs previous 13F -1,699 shares

    0.07% of the 13F portfolio, value $1,896,349.

    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 67,113 shares
    Change vs previous 13F -32,406 shares

    0.06% of the 13F portfolio, value $1,667,082.

    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 99,519 shares
    Change vs previous 13F -4,948 shares

    0.1% of the 13F portfolio, value $2,810,393.

    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 104,467 shares
    Change vs previous 13F +6,338 shares

    0.11% of the 13F portfolio, value $2,883,353.

    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 98,129 shares
    Change vs previous 13F -3,933 shares

    0.12% of the 13F portfolio, value $2,775,097.

    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 102,062 shares
    Change vs previous 13F +32,725 shares

    0.1% of the 13F portfolio, value $2,323,960.

    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 69,337 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,525,412.

    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).