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SageView Advisory Group, LLC: TCAF position timeline

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

SageView Advisory Group, LLC held 19,305 TCAF 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 19,305 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $793,451.

    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 19,305 shares
    Change vs previous 13F -466,591 shares

    0.03% of the 13F portfolio, value $687,079.

    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 485,896 shares
    Change vs previous 13F -12,358 shares

    0.63% of the 13F portfolio, value $18,570,936.

    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 498,254 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $18,784,192.

    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).