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SageView Advisory Group, LLC: DGS position timeline

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

SageView Advisory Group, LLC held 4,634 DGS 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 4,634 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $299,854.

    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 4,623 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $277,830.

    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 4,689 shares
    Change vs previous 13F -657 shares

    0.01% of the 13F portfolio, value $268,382.

    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 5,346 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $305,235.

    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 5,327 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $295,510.

    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 5,353 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $258,610.

    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 5,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,447.

    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).