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SageView Advisory Group, LLC: KDEC position timeline

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

SageView Advisory Group, LLC held 214,228 KDEC 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 214,228 shares
    Change vs previous 13F -10,350 shares

    0.2% of the 13F portfolio, value $6,079,792.

    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 224,578 shares
    Change vs previous 13F +12,268 shares

    0.21% of the 13F portfolio, value $5,771,387.

    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 212,310 shares
    Change vs previous 13F +43,087 shares

    0.18% of the 13F portfolio, value $5,422,929.

    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 169,223 shares
    Change vs previous 13F +99,406 shares

    0.15% of the 13F portfolio, value $4,310,111.

    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 69,817 shares
    Change vs previous 13F +7,229 shares

    0.06% of the 13F portfolio, value $1,709,834.

    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 62,588 shares
    Change vs previous 13F +26,965 shares

    0.06% of the 13F portfolio, value $1,434,017.

    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 35,623 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $854,241.

    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).