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SageView Advisory Group, LLC: VZ position timeline

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

SageView Advisory Group, LLC held 34,619 VZ 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 34,619 shares
    Change vs previous 13F -328 shares

    0.05% of the 13F portfolio, value $1,465,798.

    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 34,947 shares
    Change vs previous 13F -4,046 shares

    0.06% of the 13F portfolio, value $1,754,352.

    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 38,993 shares
    Change vs previous 13F -4,442 shares

    0.05% of the 13F portfolio, value $1,588,178.

    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 43,435 shares
    Change vs previous 13F +4,396 shares

    0.07% of the 13F portfolio, value $1,908,959.

    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 39,039 shares
    Change vs previous 13F +2,724 shares

    0.06% of the 13F portfolio, value $1,653,738.

    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 36,315 shares
    Change vs previous 13F +361 shares

    0.07% of the 13F portfolio, value $1,647,210.

    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 35,954 shares
    Change vs previous 13F +1,276 shares

    0.06% of the 13F portfolio, value $1,437,810.

    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 34,678 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,557,361.

    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).