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SageView Advisory Group, LLC: DFCF position timeline

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

SageView Advisory Group, LLC held 158,837 DFCF 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 158,837 shares
    Change vs previous 13F -15,287 shares

    0.22% of the 13F portfolio, value $6,704,499.

    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 174,124 shares
    Change vs previous 13F -9,526 shares

    0.27% of the 13F portfolio, value $7,351,512.

    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 183,650 shares
    Change vs previous 13F +7,225 shares

    0.26% of the 13F portfolio, value $7,816,163.

    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 176,425 shares
    Change vs previous 13F -129 shares

    0.26% of the 13F portfolio, value $7,543,919.

    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 176,554 shares
    Change vs previous 13F -205 shares

    0.28% of the 13F portfolio, value $7,404,670.

    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 176,759 shares
    Change vs previous 13F +545 shares

    0.32% of the 13F portfolio, value $7,434,475.

    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 176,214 shares
    Change vs previous 13F +4,300 shares

    0.31% of the 13F portfolio, value $7,272,364.

    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 171,914 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,424,976.

    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).