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SageView Advisory Group, LLC: DFIC position timeline

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

SageView Advisory Group, LLC held 97,034 DFIC 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 97,034 shares
    Change vs previous 13F -5,298 shares

    0.12% of the 13F portfolio, value $3,615,475.

    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 102,332 shares
    Change vs previous 13F -5,798 shares

    0.13% of the 13F portfolio, value $3,635,873.

    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 108,130 shares
    Change vs previous 13F -5,484 shares

    0.13% of the 13F portfolio, value $3,726,146.

    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 113,614 shares
    Change vs previous 13F -1,903 shares

    0.13% of the 13F portfolio, value $3,725,403.

    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 115,517 shares
    Change vs previous 13F -3,409 shares

    0.14% of the 13F portfolio, value $3,607,027.

    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 118,926 shares
    Change vs previous 13F -880 shares

    0.14% of the 13F portfolio, value $3,302,579.

    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 119,806 shares
    Change vs previous 13F +994 shares

    0.13% of the 13F portfolio, value $3,096,378.

    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 118,812 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,343,366.

    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).