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SageView Advisory Group, LLC: DFAS position timeline

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

SageView Advisory Group, LLC held 73,811 DFAS 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 73,811 shares
    Change vs previous 13F +63,763 shares

    0.2% of the 13F portfolio, value $6,077,629.

    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 10,048 shares
    Change vs previous 13F +7,136 shares

    0.03% of the 13F portfolio, value $714,682.

    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 2,912 shares
    Change vs previous 13F -1,506 shares

    0.01% of the 13F portfolio, value $202,880.

    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 4,418 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $302,466.

    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 4,198 shares
    Change vs previous 13F -573 shares

    0.01% of the 13F portfolio, value $276,767.

    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 4,771 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $285,046.

    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 4,620 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,698.

    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).