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Vestmark Advisory Solutions, Inc.: CGDV position timeline

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

Vestmark Advisory Solutions, Inc. held 613,770 CGDV 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 613,770 shares
    Change vs previous 13F +2,317 shares

    0.28% of the 13F portfolio, value $30,246,586.

    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 611,453 shares
    Change vs previous 13F +62,404 shares

    0.29% of the 13F portfolio, value $26,011,211.

    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 549,049 shares
    Change vs previous 13F +31,694 shares

    0.32% of the 13F portfolio, value $23,960,498.

    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 517,355 shares
    Change vs previous 13F -813,227 shares

    0.41% of the 13F portfolio, value $21,744,431.

    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 1,330,582 shares
    Change vs previous 13F +686,681 shares

    0.76% of the 13F portfolio, value $52,544,684.

    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 643,901 shares
    Change vs previous 13F +27,854 shares

    0.59% of the 13F portfolio, value $22,948,632.

    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 616,047 shares
    Change vs previous 13F +69,330 shares

    0.75% of the 13F portfolio, value $21,721,817.

    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 546,717 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $19,922,367.

    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).