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SageView Advisory Group, LLC: VCEB position timeline

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

SageView Advisory Group, LLC held 177,552 VCEB 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 177,552 shares
    Change vs previous 13F +2,083 shares

    0.37% of the 13F portfolio, value $11,143,194.

    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 175,469 shares
    Change vs previous 13F +1,309 shares

    0.4% of the 13F portfolio, value $11,024,690.

    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 174,160 shares
    Change vs previous 13F +2,562 shares

    0.37% of the 13F portfolio, value $11,081,825.

    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 171,598 shares
    Change vs previous 13F +1,327 shares

    0.38% of the 13F portfolio, value $11,016,623.

    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 170,271 shares
    Change vs previous 13F -27,545 shares

    0.41% of the 13F portfolio, value $10,728,756.

    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 197,816 shares
    Change vs previous 13F +1,475 shares

    0.53% of the 13F portfolio, value $12,446,609.

    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 196,341 shares
    Change vs previous 13F +2,898 shares

    0.52% of the 13F portfolio, value $12,171,194.

    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 193,443 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $12,550,606.

    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).