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SageView Advisory Group, LLC: DSI position timeline

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

SageView Advisory Group, LLC held 32,487 DSI 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 32,487 shares
    Change vs previous 13F -6,635 shares

    0.15% of the 13F portfolio, value $4,625,795.

    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 39,122 shares
    Change vs previous 13F -361 shares

    0.17% of the 13F portfolio, value $4,741,247.

    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 39,483 shares
    Change vs previous 13F -1,206 shares

    0.17% of the 13F portfolio, value $5,086,554.

    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 40,689 shares
    Change vs previous 13F -383 shares

    0.18% of the 13F portfolio, value $5,124,809.

    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 41,072 shares
    Change vs previous 13F -808 shares

    0.19% of the 13F portfolio, value $4,954,553.

    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 41,880 shares
    Change vs previous 13F -20,833 shares

    0.18% of the 13F portfolio, value $4,288,895.

    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 62,713 shares
    Change vs previous 13F -935 shares

    0.3% of the 13F portfolio, value $6,914,074.

    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 63,648 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,924,247.

    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).