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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

INVX holding history

Innovex International, 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.

INVX overviewAll 13F holders of INVXFull Q2 2026 holdings

Shares (Q2 2026)
10,000
Value
$248.0K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of INVX by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,000$248.0K<0.1%−1,000−9.1%ReducedHolders
Q1 202611,000$268.3K<0.1%−506−4.4%ReducedHolders
Q4 202511,506$251.6K<0.1%−5,494−32.3%ReducedHolders
Q3 202517,000$315.2K<0.1%−45−0.3%ReducedHolders
Q2 202517,045$298.8K<0.1%+45+0.3%AddedHolders
Q1 202517,000$305.3K<0.1%−500−2.9%ReducedHolders
Q4 202417,500$244.5K<0.1%00.0%UnchangedHolders
Q3 202417,500$256.9K<0.1%+1,500+9.4%AddedHolders
Q2 202416,000$297.6K<0.1%+1,000+6.7%AddedHolders
Q1 202415,000$337.9K<0.1%00.0%UnchangedHolders
Q4 202315,000$317.4K<0.1%+15,000NewHolders