SageView Advisory Group, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SageView Advisory Group, LLC opened 29 positions, added to 90, reduced 196, sold out of 19 and left 12 unchanged. The largest increase in value was DDFD (+$10,205,528); the largest decrease was DDFD (-$10,087,998).
- RHP: Country of operation United States; Class COM; Shares 2026-03-31 2,665; Shares 2026-06-30 2,665.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 6,635; Shares 2026-06-30 6,635.
- GMEWS: Country of operation United States; Class *W EXP 10/30/202; Shares 2026-03-31 60,004; Shares 2026-06-30 60,004.
- NFG: Country of operation United States; Class COM; Shares 2026-03-31 3,243; Shares 2026-06-30 3,243.
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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