SageView Advisory Group, LLC

SEC CIK: 0001914558
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CMI holding history

Cummins Inc in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overview All 13F holders of CMI Full Q2 2026 holdings

Shares (Q2 2026): 2,523
Value: $1.80M
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CMI by SageView Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,523	$1.80M	0.1%	+50+2.0%	Added	Holders
Q1 2026	2,473	$1.33M	<0.1%	−152−5.8%	Reduced	Holders
Q4 2025	2,625	$1.34M	<0.1%	+48+1.9%	Added	Holders
Q3 2025	2,577	$1.09M	<0.1%	+2,577	New	Holders