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SageView Advisory Group, LLC: D position timeline

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

SageView Advisory Group, LLC held 30,425 D 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 30,425 shares
    Change vs previous 13F -1,341 shares

    0.07% of the 13F portfolio, value $2,077,703.

    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 31,766 shares
    Change vs previous 13F -23,488 shares

    0.07% of the 13F portfolio, value $1,963,756.

    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 55,254 shares
    Change vs previous 13F -913 shares

    0.11% of the 13F portfolio, value $3,237,318.

    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 56,167 shares
    Change vs previous 13F +28,199 shares

    0.12% of the 13F portfolio, value $3,435,717.

    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 27,968 shares
    Change vs previous 13F +4,955 shares

    0.06% of the 13F portfolio, value $1,622,130.

    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 23,013 shares
    Change vs previous 13F -752 shares

    0.06% of the 13F portfolio, value $1,290,326.

    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 23,765 shares
    Change vs previous 13F +7,686 shares

    0.06% of the 13F portfolio, value $1,279,970.

    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 16,079 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $929,177.

    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).