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Vestmark Advisory Solutions, Inc.: CGCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on CGCV, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 164,344 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,344 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $5,393,770.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 164,344 shares
    Change vs previous 13F +18,736 shares

    0.05% of the 13F portfolio, value $4,899,095.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 145,608 shares
    Change vs previous 13F +3,831 shares

    0.06% of the 13F portfolio, value $4,439,588.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 141,777 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,268,905.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).