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SageView Advisory Group, LLC: TAXF position timeline

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

SageView Advisory Group, LLC held 13,384 TAXF 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 13,384 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $680,378.

    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 13,351 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $668,218.

    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 13,326 shares
    Change vs previous 13F -1,906 shares

    0.02% of the 13F portfolio, value $671,374.

    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 15,232 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $765,079.

    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 15,209 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $739,311.

    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 15,166 shares
    Change vs previous 13F -528 shares

    0.03% of the 13F portfolio, value $750,418.

    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 15,694 shares
    Change vs previous 13F +3,540 shares

    0.03% of the 13F portfolio, value $786,873.

    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 12,154 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $624,939.

    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).