• 13F History

SageView Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$2.32B
Signature - Title
Michael Byun - Compliane Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by SageView Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SageView Advisory Group, LLC reported 589 stock holdings with total value $2.32B as of Q4 2024. Top holdings included AGG, VONV, VONG, SCHF, and VXF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 589 $2.32B +$473M -$30.2M +$443M AGG, VONV, VONG, SCHF, VXF 13F-HR 2/13/2025, 02:49 PM
Q3 2024 509 $1.97B +$546M -$833M -$287M AGG, VONV, VONG, SCHF, VXF 13F-HR 11/14/2024, 03:57 PM
Q2 2024 559 $2.15B +$1.53B -$516M +$1.01B AGG, VONG, VONV, SCHF, IAGG Restatement 8/14/2024, 06:16 PM
Q1 2024 203 $724M $0 $0 EFG, VBR, FNDF, AAPL, VBK 13F-HR 5/8/2024, 06:14 PM
Q4 2023 629 $2.3B +$1.02B -$595M +$428M AGG, VONG, VONV, SCHF, VXF Restatement 3/6/2024, 12:38 PM
Q3 2023 561 $1.75B +$107M -$94.2M +$13.2M AGG, VONG, VONV, SCHF, IAGG 13F-HR 11/2/2023, 09:25 PM
Q2 2023 543 $1.8B +$244M -$51.7M +$192M AGG, VONG, VONV, SCHF, VXF 13F-HR 8/11/2023, 04:41 PM
Q1 2023 458 $1.57B +$393M -$99.5M +$293M AGG, VONG, VONV, SCHF, IAGG 13F-HR 5/1/2023, 09:21 PM
Q4 2022 404 $1.23B AGG, VONV, VONG, SCHF, USMV 13F-HR 2/14/2023, 06:25 PM