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SageView Advisory Group, LLC: ADSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on ADSK, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 30,633 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,633 shares
    Change vs previous 13F -85 shares

    0.2% of the 13F portfolio, value $5,955,669.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,718 shares
    Change vs previous 13F -47 shares

    0.27% of the 13F portfolio, value $7,353,890.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,765 shares
    Change vs previous 13F +39 shares

    0.31% of the 13F portfolio, value $9,106,749.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,726 shares
    Change vs previous 13F -3,135 shares

    0.34% of the 13F portfolio, value $9,760,730.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,861 shares
    Change vs previous 13F +32 shares

    0.39% of the 13F portfolio, value $10,309,659.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,829 shares
    Change vs previous 13F +23 shares

    0.38% of the 13F portfolio, value $8,856,433.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,806 shares
    Change vs previous 13F +54 shares

    0.43% of the 13F portfolio, value $9,992,040.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,752 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $9,297,933.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).