Vestmark Advisory Solutions, Inc.: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on DFAC, newest first. How the timeline and the estimate are built.
Vestmark Advisory Solutions, Inc. held 5,042,328 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,042,328 sharesChange vs previous 13F +5,164 shares
2.1% of the 13F portfolio, value $223,677,689.
13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,037,164 sharesChange vs previous 13F +247,918 shares
2.17% of the 13F portfolio, value $195,744,209.
13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,789,246 sharesChange vs previous 13F +168,615 shares
2.56% of the 13F portfolio, value $189,606,266.
13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,620,631 sharesChange vs previous 13F -4,189,211 shares
3.4% of the 13F portfolio, value $178,217,753.
13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,809,842 sharesChange vs previous 13F +4,593,492 shares
4.56% of the 13F portfolio, value $315,744,738.
13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,216,350 sharesChange vs previous 13F +572,831 shares
3.58% of the 13F portfolio, value $139,097,387.
13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,643,519 sharesChange vs previous 13F +170,995 shares
4.34% of the 13F portfolio, value $126,029,322.
13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,472,524 sharesChange vs previous 13F not available
4.43% of the 13F portfolio, value $119,072,848.
13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).