SageView Advisory Group, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on DGRO, newest first. How the timeline and the estimate are built.
SageView Advisory Group, LLC held 4,029 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,029 sharesChange vs previous 13F +62 shares
0.01% of the 13F portfolio, value $305,388.
13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,967 sharesChange vs previous 13F -2,105 shares
0.01% of the 13F portfolio, value $278,382.
13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,072 sharesChange vs previous 13F -1,482 shares
0.01% of the 13F portfolio, value $421,513.
13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,554 sharesChange vs previous 13F -732 shares
0.02% of the 13F portfolio, value $514,295.
13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,286 sharesChange vs previous 13F -1,391 shares
0.02% of the 13F portfolio, value $543,411.
13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,677 sharesChange vs previous 13F -2,062 shares
0.03% of the 13F portfolio, value $597,856.
13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,739 sharesChange vs previous 13F -3,559 shares
0.03% of the 13F portfolio, value $720,089.
13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,298 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $959,061.
13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).