Skip to content
Disclosery

SageView Advisory Group, LLC: XJH position timeline

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

SageView Advisory Group, LLC held 25,861 XJH 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 25,861 shares
    Change vs previous 13F -29 shares

    0.04% of the 13F portfolio, value $1,348,658.

    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 25,890 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $1,174,630.

    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 25,983 shares
    Change vs previous 13F +1,314 shares

    0.04% of the 13F portfolio, value $1,160,174.

    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 24,669 shares
    Change vs previous 13F +1,574 shares

    0.04% of the 13F portfolio, value $1,081,750.

    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 23,095 shares
    Change vs previous 13F +2,896 shares

    0.04% of the 13F portfolio, value $993,664.

    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 20,199 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $789,177.

    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).