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SageView Advisory Group, LLC: TTD position timeline

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

SageView Advisory Group, LLC held 46,085 TTD 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 46,085 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $833,218.

    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 46,008 shares
    Change vs previous 13F +4,531 shares

    0.04% of the 13F portfolio, value $1,043,922.

    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 41,477 shares
    Change vs previous 13F -351 shares

    0.05% of the 13F portfolio, value $1,574,468.

    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 41,828 shares
    Change vs previous 13F -223 shares

    0.07% of the 13F portfolio, value $2,049,991.

    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 42,051 shares
    Change vs previous 13F -211 shares

    0.14% of the 13F portfolio, value $3,719,832.

    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 42,262 shares
    Change vs previous 13F -686 shares

    0.1% of the 13F portfolio, value $2,312,578.

    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 42,948 shares
    Change vs previous 13F +619 shares

    0.22% of the 13F portfolio, value $5,047,679.

    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 42,329 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,641,375.

    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).