Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of ET by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−6,548−100.0%Sold outHolders
Q4 20256,548$108.0K<0.1%+6,548NewHolders
Q3 20240$00.0%−14,798−100.0%Sold outHolders
Q2 202414,798$240.0K<0.1%−1,128−7.1%ReducedHolders
Q1 202415,926$250.5K<0.1%−12,255−43.5%ReducedHolders
Q4 202328,181$410.3K<0.1%−351−1.2%ReducedHolders
Q3 202328,532$400.3K<0.1%+1,196+4.4%AddedHolders
Q2 202327,336$347.2K<0.1%+819+3.1%AddedHolders
Q1 202326,517$330.7K<0.1%+6,075+29.7%AddedHolders
Q4 202220,442$242.6K<0.1%–No prior filingHolders