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SageView Advisory Group, LLC: DFAR position timeline

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

SageView Advisory Group, LLC held 76,855 DFAR 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 76,855 shares
    Change vs previous 13F -5,210 shares

    0.07% of the 13F portfolio, value $2,010,522.

    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 82,065 shares
    Change vs previous 13F -3,641 shares

    0.07% of the 13F portfolio, value $1,940,832.

    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 85,706 shares
    Change vs previous 13F +4,543 shares

    0.07% of the 13F portfolio, value $1,962,771.

    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 81,163 shares
    Change vs previous 13F +1,125 shares

    0.07% of the 13F portfolio, value $1,935,729.

    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 80,038 shares
    Change vs previous 13F +522 shares

    0.07% of the 13F portfolio, value $1,882,497.

    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 79,516 shares
    Change vs previous 13F -412 shares

    0.08% of the 13F portfolio, value $1,890,088.

    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 79,928 shares
    Change vs previous 13F +1,792 shares

    0.08% of the 13F portfolio, value $1,859,934.

    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 78,136 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,003,405.

    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).