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SageView Advisory Group, LLC: VB position timeline

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

SageView Advisory Group, LLC held 19,246 VB 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 19,246 shares
    Change vs previous 13F -723 shares

    0.19% of the 13F portfolio, value $5,833,926.

    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 19,969 shares
    Change vs previous 13F -915 shares

    0.19% of the 13F portfolio, value $5,230,364.

    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 20,884 shares
    Change vs previous 13F -2,443 shares

    0.18% of the 13F portfolio, value $5,387,127.

    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 23,327 shares
    Change vs previous 13F -2,629 shares

    0.2% of the 13F portfolio, value $5,931,433.

    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 25,956 shares
    Change vs previous 13F -3,217 shares

    0.24% of the 13F portfolio, value $6,377,183.

    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 29,173 shares
    Change vs previous 13F -4,463 shares

    0.28% of the 13F portfolio, value $6,469,056.

    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 33,636 shares
    Change vs previous 13F +13,830 shares

    0.35% of the 13F portfolio, value $8,082,011.

    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 19,806 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,698,171.

    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).