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SageView Advisory Group, LLC: VWOB position timeline

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

SageView Advisory Group, LLC held 6,132 VWOB 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 6,132 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $412,316.

    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 6,215 shares
    Change vs previous 13F -63,276 shares

    0.01% of the 13F portfolio, value $408,250.

    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 69,491 shares
    Change vs previous 13F -4,990 shares

    0.16% of the 13F portfolio, value $4,685,768.

    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 74,481 shares
    Change vs previous 13F +67,588 shares

    0.17% of the 13F portfolio, value $4,982,784.

    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 6,893 shares
    Change vs previous 13F +1,181 shares

    0.02% of the 13F portfolio, value $450,694.

    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 5,712 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $366,685.

    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).