SageView Advisory Group, LLC BUFF holdings history
INNOVATOR LADDERED ALLOCATIO · CUSIP 45783Y814 · CIK 1914558
As of 2026-06-30, SageView Advisory Group, LLC reported 15.69K BUFF (shares), valued at $826.44K, or 0.03% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 14.31%; reported value decreased 8.64%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.03% | 15,688 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.03% | 18,308 | SEC filing ↗Filed Aug 10, 2026 |
| Q4 2025 | 0.04% | 23,484 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.05% | 29,233 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.16% | 86,937 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.23% | 121,150 | SEC filing ↗Filed May 19, 2025 |
| Q4 2024 | 0.33% | 173,164 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.53% | 237,854 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.62% | 311,015 | SEC filing ↗Filed Aug 15, 2024Amended |
| Q1 2024 | 0.07% | 39,825 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 6.51% | 7,444,331 | SEC filing ↗Filed Mar 6, 2024Amended |
| Q3 2023 | 0.27% | 125,140 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.27% | 125,140 | $4.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 6.51% | 7,444,331 | $183.58M | Shares increased 5848.80%; reported value increased 3812.08%, and weight changed +6.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 6, 2024 |
| Q1 2024 | 0.07% | 39,825 | $1.45M | Shares decreased 99.47%; reported value decreased 99.21%, and weight changed -6.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 0.62% | 311,015 | $13.33M | Shares increased 680.95%; reported value increased 821.29%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 0.53% | 237,854 | $10.49M | Shares decreased 23.52%; reported value decreased 21.29%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.33% | 173,164 | $7.78M | Shares decreased 27.20%; reported value decreased 25.89%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.23% | 121,150 | $5.34M | Shares decreased 30.04%; reported value decreased 31.31%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 19, 2025 |
| Q2 2025 | 0.16% | 86,937 | $4.15M | Shares decreased 28.24%; reported value decreased 22.28%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.05% | 29,233 | $1.43M | Shares decreased 66.37%; reported value decreased 65.60%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.04% | 23,484 | $1.17M | Shares decreased 19.67%; reported value decreased 18.01%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.03% | 18,308 | $904.60K | Shares decreased 22.04%; reported value decreased 22.74%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
| Q2 2026 | 0.03% | 15,688 | $826.44K | Shares decreased 14.31%; reported value decreased 8.64%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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