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SageView Advisory Group, LLC: DFSD position timeline

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

SageView Advisory Group, LLC held 58,346 DFSD 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 58,346 shares
    Change vs previous 13F -3,901 shares

    0.09% of the 13F portfolio, value $2,786,010.

    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 62,247 shares
    Change vs previous 13F -3,125 shares

    0.11% of the 13F portfolio, value $2,980,367.

    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 65,372 shares
    Change vs previous 13F +2,503 shares

    0.11% of the 13F portfolio, value $3,134,595.

    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 62,869 shares
    Change vs previous 13F -91 shares

    0.1% of the 13F portfolio, value $3,029,634.

    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 62,960 shares
    Change vs previous 13F +32 shares

    0.11% of the 13F portfolio, value $3,015,792.

    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 62,928 shares
    Change vs previous 13F +85 shares

    0.13% of the 13F portfolio, value $2,990,338.

    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 62,843 shares
    Change vs previous 13F +1,213 shares

    0.13% of the 13F portfolio, value $2,946,085.

    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 61,630 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,942,234.

    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).