SageView Advisory Group, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, SageView Advisory Group, LLC opened 2 positions, added to 2, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$436,868); the largest decrease was TV (-$29,100).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 3,285; Shares 2026-06-30 3,239.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 2,004; Shares 2026-06-30 1,894.
Two Form 13F-HR filings compared (SEC CIK 1914558): 2026-03-31 (filed 2026-08-10) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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