SageView Advisory Group, LLC: UMAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on UMAR, newest first. How the timeline and the estimate are built.
SageView Advisory Group, LLC held 0 UMAR shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -16,935 shares
13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 16,935 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $646,240.
13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,935 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $602,040.
13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,935 sharesChange vs previous 13F +16,935 shares
0.03% of the 13F portfolio, value $604,411.
13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.