Skip to content
Disclosery

SageView Advisory Group, LLC: XJR position timeline

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

SageView Advisory Group, LLC held 17,560 XJR 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 17,560 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $926,200.

    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 17,504 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $762,089.

    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 17,562 shares
    Change vs previous 13F +789 shares

    0.03% of the 13F portfolio, value $747,778.

    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 16,773 shares
    Change vs previous 13F +1,074 shares

    0.02% of the 13F portfolio, value $713,861.

    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 15,699 shares
    Change vs previous 13F +1,882 shares

    0.02% of the 13F portfolio, value $638,178.

    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 13,817 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $519,849.

    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).