Filer Snapshot

SageView Advisory Group, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001914558.

Entity Type

Company

Total Filings

18

Latest Filing

17 Feb 2026

Industry

n/a

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Business address
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
Top securities (13F)
AGG, VONV, VONG, SCHF, VXF, SCHE, IAGG, REET, SCHC, AAPL, SPHY, MUB, MSFT, NVDA, IVV, EMB, VTI, TCAF, GOOGL, and IEFA
State of incorporation
CA
Fiscal year end
31 December

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Quick Takeaways

  • SageView Advisory Group, LLC is an SEC filer tracked under CIK 0001914558.
  • 18 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 17 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001914558.

See Original Filing

Filer Overview

SageView Advisory Group, LLC has filed 18 SEC EDGAR filings since 15 Feb 2023. Common forms include 13F-HR, N-PX, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for SageView Advisory Group, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2026 31 Dec 2025 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2025 30 Sep 2025 028-23099
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2025 30 Jun 2025 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 May 2025 31 Mar 2025 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-23099
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-23099
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 15 Aug 2024 30 Jun 2024 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-23099
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 06 Mar 2024 31 Dec 2023 028-23099
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Feb 2024 31 Dec 2023 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2023 30 Sep 2023 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2023 30 Jun 2023 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2023 31 Mar 2023 028-23099
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2023 31 Dec 2022 028-23099

About this filer

SageView Advisory Group, LLC files with the SEC under CIK 0001914558. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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