Skip to content
Disclosery

SageView Advisory Group, LLC: UDEC position timeline

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

SageView Advisory Group, LLC held 11,371 UDEC 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 11,371 shares
    Change vs previous 13F -5,156 shares

    0.02% of the 13F portfolio, value $473,945.

    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 16,527 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $641,910.

    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 16,527 shares
    Change vs previous 13F +757 shares

    0.02% of the 13F portfolio, value $655,131.

    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 15,770 shares
    Change vs previous 13F -2,624 shares

    0.02% of the 13F portfolio, value $605,095.

    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 18,394 shares
    Change vs previous 13F +5,156 shares

    0.03% of the 13F portfolio, value $682,786.

    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 13,238 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $454,065.

    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 13,238 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $464,522.

    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).