Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

TBRG holding history

TruBridge, 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.

TBRG overviewAll 13F holders of TBRGFull Q2 2026 holdings

Shares (Q2 2026)
42,691
Value
$1.12M
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of TBRG by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,691$1.12M<0.1%−3,400−7.4%ReducedHolders
Q1 202646,091$674.8K<0.1%−81−0.2%ReducedHolders
Q4 202546,172$1.02M<0.1%−474−1.0%ReducedHolders
Q3 202546,646$940.9K<0.1%+5,790+14.2%AddedHolders
Q2 202540,856$945.0K<0.1%+295+0.7%AddedHolders
Q1 202540,561$1.12M<0.1%−14,933−26.9%ReducedHolders
Q4 202455,494$1.09M<0.1%00.0%UnchangedHolders
Q3 202455,494$663.7K<0.1%+26,200+89.4%AddedHolders
Q2 202429,294$292.9K<0.1%+29,294NewHolders
Q1 20240$00.0%−17,589−100.0%Sold outHolders
Q4 202317,589$185.6K<0.1%−6,401−26.7%ReducedHolders
Q3 202323,990$382.4K<0.1%+11,862+97.8%AddedHolders
Q2 202312,128$299.4K<0.1%+1,936+19.0%AddedHolders
Q1 202310,192$307.8K<0.1%+207+2.1%AddedHolders
Q4 20229,985$271.8K<0.1%–No prior filingHolders