SageView Advisory Group, LLC
Holdings in SWZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,234 | 4,700 | Shares | Sole | 2026-02-17 |
| 2024-09-30 | $105,914 | 11,834 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $143,460 | 17,777 | Shares | Sole | 2024-08-15 |
| 2023-12-31 | $261,580 | 31,900 | Shares | Sole | 2024-03-06 |
| 2023-09-30 | $243,716 | 31,900 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $262,218 | 31,900 | Shares | Sole | 2023-08-11 |