Skip to content
Disclosery

SageView Advisory Group, LLC: VOE position timeline

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

SageView Advisory Group, LLC held 9,080 VOE 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 9,080 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $1,794,112.

    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 9,190 shares
    Change vs previous 13F -641 shares

    0.06% of the 13F portfolio, value $1,693,569.

    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 9,831 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $1,743,774.

    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 9,800 shares
    Change vs previous 13F -403 shares

    0.06% of the 13F portfolio, value $1,711,097.

    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 10,203 shares
    Change vs previous 13F -3,582 shares

    0.07% of the 13F portfolio, value $1,728,557.

    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 13,785 shares
    Change vs previous 13F -325 shares

    0.09% of the 13F portfolio, value $2,213,004.

    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 14,110 shares
    Change vs previous 13F +160 shares

    0.1% of the 13F portfolio, value $2,282,517.

    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 13,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,338,995.

    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).