IPG β€” INTERPUBLIC GROUP COS INC

Ownership history in SageView Advisory Group, LLC  Β·  11 quarters on record

AI Ownership Summary

SageView Advisory Group, LLC reported INTERPUBLIC GROUP COS INC (IPG) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows IPG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SageView Advisory Group, LLC's position in INTERPUBLIC GROUP COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IPG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPG stock page SageView Advisory Group, LLC fund profile SageView Advisory Group, LLC full holdings
How SageView Advisory Group, LLC held IPG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,370 +1,644 +18.8% 0.01% $289K 2025-11-13 β€”
2025 Q2 ADDED 8,726 +846 +10.7% 0.01% $223K 2025-08-13 β€”
2025 Q1 REDUCED 7,880 -438 -5.3% 0.01% $214K 2025-05-19 β€”
2024 Q4 REDUCED 8,318 -371 -4.3% 0.01% $233K 2025-02-13 β€”
2024 Q3 REDUCED 8,689 -12,150 -58.3% 0.01% $275K 2024-11-14 β€”
2024 Q2 UNCHANGED 20,839 β€” 0% 0.04% $813K 2024-08-12 β€”
2024 Q1 ADDED 20,839 +4,464 +27.3% 0.04% $813K 2024-05-09 β€”
2023 Q4 ADDED 16,375 +582 +3.7% 0.02% $545K 2024-02-09 β€”
2023 Q3 REDUCED 15,793 -3,461 -18.0% 0.03% $453K 2023-11-03 β€”
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IPG

As of 2025 Q4 β€” sorted by position size

DANSKE BANK A/S 0.02% WFA of San Diego, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Clark Wealth Partners 0.0%

FAQ About SageView Advisory Group, LLC and IPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SageView Advisory Group, LLC reported owning IPG?

SageView Advisory Group, LLC reported IPG across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported IPG position in SageView Advisory Group, LLC's portfolio?

The largest reported portfolio weight for IPG was 0.04% in 2024 Q2.

What is the latest reported IPG position on this page?

The most recent filing on this page is 2025 Q3, when SageView Advisory Group, LLC reported 10,370 shares, equal to 0.01% of portfolio, with an estimated market value of $289K.

What does the chart on this IPG ownership page compare?

The chart compares SageView Advisory Group, LLC's quarterly IPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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