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SageView Advisory Group, LLC: HD position timeline

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

SageView Advisory Group, LLC held 18,726 HD 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 18,726 shares
    Change vs previous 13F -350 shares

    0.22% of the 13F portfolio, value $6,604,408.

    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 19,076 shares
    Change vs previous 13F -2,590 shares

    0.23% of the 13F portfolio, value $6,273,845.

    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 21,666 shares
    Change vs previous 13F -4,049 shares

    0.25% of the 13F portfolio, value $7,455,380.

    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 25,715 shares
    Change vs previous 13F +4,359 shares

    0.36% of the 13F portfolio, value $10,419,532.

    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 21,356 shares
    Change vs previous 13F +755 shares

    0.3% of the 13F portfolio, value $8,056,156.

    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 20,601 shares
    Change vs previous 13F +553 shares

    0.32% of the 13F portfolio, value $7,550,148.

    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 20,048 shares
    Change vs previous 13F +3,194 shares

    0.34% of the 13F portfolio, value $7,798,412.

    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 16,854 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,829,444.

    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).