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SageView Advisory Group, LLC: USMV position timeline

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

SageView Advisory Group, LLC held 71,674 USMV 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 71,674 shares
    Change vs previous 13F -879 shares

    0.23% of the 13F portfolio, value $6,913,717.

    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 72,553 shares
    Change vs previous 13F -469 shares

    0.25% of the 13F portfolio, value $6,728,546.

    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 73,022 shares
    Change vs previous 13F -2,687 shares

    0.23% of the 13F portfolio, value $6,875,716.

    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 75,709 shares
    Change vs previous 13F -3,804 shares

    0.25% of the 13F portfolio, value $7,202,976.

    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 79,513 shares
    Change vs previous 13F -1,685 shares

    0.28% of the 13F portfolio, value $7,428,142.

    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 81,198 shares
    Change vs previous 13F -1,952 shares

    0.32% of the 13F portfolio, value $7,604,966.

    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 83,150 shares
    Change vs previous 13F -4,897 shares

    0.32% of the 13F portfolio, value $7,382,923.

    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 88,047 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $8,039,607.

    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).