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SageView Advisory Group, LLC: VSGX position timeline

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

SageView Advisory Group, LLC held 123,020 VSGX 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 123,020 shares
    Change vs previous 13F +1,698 shares

    0.33% of the 13F portfolio, value $10,129,473.

    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 121,322 shares
    Change vs previous 13F +783 shares

    0.32% of the 13F portfolio, value $8,702,429.

    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 120,539 shares
    Change vs previous 13F -268 shares

    0.29% of the 13F portfolio, value $8,632,997.

    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 120,807 shares
    Change vs previous 13F +1,765 shares

    0.29% of the 13F portfolio, value $8,380,429.

    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 119,042 shares
    Change vs previous 13F +5,403 shares

    0.3% of the 13F portfolio, value $7,840,073.

    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 113,639 shares
    Change vs previous 13F +33,886 shares

    0.29% of the 13F portfolio, value $6,702,436.

    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 79,753 shares
    Change vs previous 13F +1,222 shares

    0.19% of the 13F portfolio, value $4,522,040.

    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 78,531 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,830,429.

    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).