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SageView Advisory Group, LLC: DFSV position timeline

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

SageView Advisory Group, LLC held 52,988 DFSV 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 52,988 shares
    Change vs previous 13F -3,094 shares

    0.07% of the 13F portfolio, value $2,055,406.

    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 56,082 shares
    Change vs previous 13F -3,177 shares

    0.07% of the 13F portfolio, value $1,965,115.

    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 59,259 shares
    Change vs previous 13F +989 shares

    0.07% of the 13F portfolio, value $1,949,045.

    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 58,270 shares
    Change vs previous 13F +193 shares

    0.06% of the 13F portfolio, value $1,855,310.

    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 58,077 shares
    Change vs previous 13F +1,144 shares

    0.07% of the 13F portfolio, value $1,788,187.

    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 56,933 shares
    Change vs previous 13F -496 shares

    0.07% of the 13F portfolio, value $1,602,651.

    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 57,429 shares
    Change vs previous 13F -524 shares

    0.08% of the 13F portfolio, value $1,767,656.

    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 57,953 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,784,957.

    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).