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SageView Advisory Group, LLC: TT position timeline

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

SageView Advisory Group, LLC held 5,931 TT 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 5,931 shares
    Change vs previous 13F -2,146 shares

    0.1% of the 13F portfolio, value $2,912,964.

    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 8,077 shares
    Change vs previous 13F -212 shares

    0.12% of the 13F portfolio, value $3,365,908.

    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 8,289 shares
    Change vs previous 13F -1,178 shares

    0.11% of the 13F portfolio, value $3,225,979.

    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 9,467 shares
    Change vs previous 13F -303 shares

    0.14% of the 13F portfolio, value $3,994,586.

    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 9,770 shares
    Change vs previous 13F -196 shares

    0.17% of the 13F portfolio, value $4,616,575.

    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 9,966 shares
    Change vs previous 13F -173 shares

    0.14% of the 13F portfolio, value $3,357,637.

    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 10,139 shares
    Change vs previous 13F +2,058 shares

    0.16% of the 13F portfolio, value $3,744,710.

    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 8,081 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,141,157.

    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).