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SageView Advisory Group, LLC: ARDT position timeline

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

SageView Advisory Group, LLC held 480,447 ARDT 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 480,447 shares
    Change vs previous 13F -160,149 shares

    0.15% of the 13F portfolio, value $4,727,599.

    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 640,596 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $5,483,502.

    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 640,596 shares
    Change vs previous 13F -150,067 shares

    0.19% of the 13F portfolio, value $5,656,463.

    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 790,663 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $10,476,285.

    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 790,663 shares
    Change vs previous 13F +621,430 shares

    0.32% of the 13F portfolio, value $8,428,469.

    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 169,233 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,326,954.

    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).