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SageView Advisory Group, LLC: DFIP position timeline

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

SageView Advisory Group, LLC held 33,648 DFIP 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 33,648 shares
    Change vs previous 13F -2,972 shares

    0.05% of the 13F portfolio, value $1,388,142.

    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 36,620 shares
    Change vs previous 13F -2,138 shares

    0.06% of the 13F portfolio, value $1,527,791.

    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 38,758 shares
    Change vs previous 13F +1,074 shares

    0.05% of the 13F portfolio, value $1,610,593.

    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 37,684 shares
    Change vs previous 13F -59 shares

    0.05% of the 13F portfolio, value $1,591,379.

    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 37,743 shares
    Change vs previous 13F +151 shares

    0.06% of the 13F portfolio, value $1,574,605.

    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 37,592 shares
    Change vs previous 13F +108 shares

    0.07% of the 13F portfolio, value $1,583,054.

    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 37,484 shares
    Change vs previous 13F +934 shares

    0.07% of the 13F portfolio, value $1,517,749.

    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 36,550 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,545,317.

    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).