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Vestmark Advisory Solutions, Inc.: CGDG position timeline

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

Vestmark Advisory Solutions, Inc. held 571,601 CGDG 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 571,601 shares
    Change vs previous 13F +22,974 shares

    0.2% of the 13F portfolio, value $21,440,753.

    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 548,627 shares
    Change vs previous 13F +82,904 shares

    0.22% of the 13F portfolio, value $19,695,709.

    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 465,723 shares
    Change vs previous 13F +20,660 shares

    0.22% of the 13F portfolio, value $16,598,368.

    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 445,063 shares
    Change vs previous 13F -209,985 shares

    0.29% of the 13F portfolio, value $15,421,433.

    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).

  5. period ended2025-06-30
    13F 655,048 shares
    Change vs previous 13F +336,840 shares

    0.32% of the 13F portfolio, value $22,029,264.

    13F-HR 0001172661-25-002918 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).

  6. period ended2025-03-31
    13F 318,208 shares
    Change vs previous 13F +11,114 shares

    0.25% of the 13F portfolio, value $9,832,627.

    13F-HR 0001172661-25-001732 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).

  7. period ended2024-12-31
    13F 307,094 shares
    Change vs previous 13F +40,663 shares

    0.31% of the 13F portfolio, value $9,102,266.

    13F-HR 0001172661-25-000556 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).

  8. period ended2024-09-30
    13F 266,431 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,184,760.

    13F-HR 0001172661-24-004807 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).