SageView Advisory Group, LLC
Q2 2025 13F Holdings
Location
Newport Beach, CA
Holdings as of
6/30/2025
Value ($000)
$2,644,131
Num holdings
615
Date filed
8/13/2025
Form type
13F-HR
Prev filing
5/19/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
2024 Q4
2024 Q3
2024 Q2 - RESTATEMENT
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type