SageView Advisory Group, LLC
CIK
0001914558
City
NEWPORT BEACH
State / Country
CA
Holdings in ETJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $526,474 | 59,691 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $521,428 | 58,001 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $524,329 | 58,001 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $319,390 | 37,753 | Shares | Sole | 2025-05-19 |
| 2024-12-31 | $313,774 | 33,703 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $309,502 | 33,605 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $295,051 | 33,605 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $250,942 | 30,053 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $235,615 | 30,053 | Shares | Sole | 2024-03-06 |
| 2023-09-30 | $241,858 | 31,492 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $149,423 | 18,178 | Shares | Sole | 2023-08-11 |