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SageView Advisory Group, LLC: DFAC position timeline

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

SageView Advisory Group, LLC held 269,949 DFAC 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 269,949 shares
    Change vs previous 13F -11,821 shares

    0.39% of the 13F portfolio, value $11,974,956.

    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 281,770 shares
    Change vs previous 13F -11,220 shares

    0.4% of the 13F portfolio, value $10,949,579.

    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 292,990 shares
    Change vs previous 13F -7,795 shares

    0.39% of the 13F portfolio, value $11,599,459.

    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 300,785 shares
    Change vs previous 13F -1,134 shares

    0.4% of the 13F portfolio, value $11,601,281.

    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 301,919 shares
    Change vs previous 13F -2,009 shares

    0.42% of the 13F portfolio, value $11,180,063.

    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 303,928 shares
    Change vs previous 13F -6,404 shares

    0.43% of the 13F portfolio, value $10,026,600.

    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 310,332 shares
    Change vs previous 13F -6,585 shares

    0.46% of the 13F portfolio, value $10,734,368.

    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 316,917 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $10,867,099.

    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).