SageView Advisory Group, LLC: WM position timeline

SageView Advisory Group, LLC held 1,402 WM 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 1,402 shares

   Change vs previous 13F +3 shares

   0.01% of the 13F portfolio, value $312,535.

   13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,399 shares

   Change vs previous 13F -54 shares

   0.01% of the 13F portfolio, value $321,589.

   13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,453 shares

   Change vs previous 13F +30 shares

   0.01% of the 13F portfolio, value $319,373.

   13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,423 shares

   Change vs previous 13F +1,423 shares

   0.01% of the 13F portfolio, value $314,262.

   13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.