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SageView Advisory Group, LLC: VEA position timeline

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

SageView Advisory Group, LLC held 54,804 VEA 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 54,804 shares
    Change vs previous 13F -1,480 shares

    0.13% of the 13F portfolio, value $3,904,771.

    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 56,284 shares
    Change vs previous 13F -14,980 shares

    0.13% of the 13F portfolio, value $3,606,674.

    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 71,264 shares
    Change vs previous 13F -3,120 shares

    0.15% of the 13F portfolio, value $4,451,831.

    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 74,384 shares
    Change vs previous 13F +14,603 shares

    0.15% of the 13F portfolio, value $4,457,076.

    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 59,781 shares
    Change vs previous 13F -1,510 shares

    0.13% of the 13F portfolio, value $3,417,073.

    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 61,291 shares
    Change vs previous 13F -2,417 shares

    0.13% of the 13F portfolio, value $3,115,402.

    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 63,708 shares
    Change vs previous 13F +18,190 shares

    0.13% of the 13F portfolio, value $3,046,522.

    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).

  8. period ended2024-09-30
    13F 45,518 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,403,827.

    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).