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SageView Advisory Group, LLC: TLTD position timeline

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

SageView Advisory Group, LLC held 64,108 TLTD 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 64,108 shares
    Change vs previous 13F -92 shares

    0.21% of the 13F portfolio, value $6,287,423.

    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 64,200 shares
    Change vs previous 13F -3,206 shares

    0.22% of the 13F portfolio, value $6,033,993.

    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 67,406 shares
    Change vs previous 13F -632 shares

    0.21% of the 13F portfolio, value $6,250,564.

    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 68,038 shares
    Change vs previous 13F -574 shares

    0.21% of the 13F portfolio, value $6,037,358.

    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 68,612 shares
    Change vs previous 13F -17,647 shares

    0.22% of the 13F portfolio, value $5,765,403.

    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 86,259 shares
    Change vs previous 13F -67,425 shares

    0.28% of the 13F portfolio, value $6,453,223.

    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 153,684 shares
    Change vs previous 13F -3,463 shares

    0.46% of the 13F portfolio, value $10,587,006.

    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 157,147 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $11,785,596.

    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).