SageView Advisory Group, LLC

CIK
0001914558
City
NEWPORT BEACH
State / Country
CA

Holdings in TBRG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,019,016 46,172
2025-09-30 $940,849 46,646
2025-06-30 $956,847 40,856
2025-03-31 $1,116,238 40,561
2024-12-31 $1,094,341 55,494
2024-09-30 $663,708 55,494
2024-06-30 $292,940 29,294
2023-12-31 $196,996 17,589
2023-09-30 $382,400 23,990
2023-06-30 $299,440 12,128
2023-03-31 $307,798 10,192
2022-12-31 $271,791 9,985