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Vestmark Advisory Solutions, Inc.: DFCF position timeline

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

Vestmark Advisory Solutions, Inc. held 335,331 DFCF 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 335,331 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $14,154,322.

    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 335,331 shares
    Change vs previous 13F +25,661 shares

    0.16% of the 13F portfolio, value $14,157,675.

    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 309,670 shares
    Change vs previous 13F +37,547 shares

    0.18% of the 13F portfolio, value $13,179,555.

    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 272,123 shares
    Change vs previous 13F -205,625 shares

    0.22% of the 13F portfolio, value $11,635,979.

    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 477,748 shares
    Change vs previous 13F +246,639 shares

    0.29% of the 13F portfolio, value $20,189,630.

    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 231,109 shares
    Change vs previous 13F -4,238 shares

    0.25% of the 13F portfolio, value $9,720,445.

    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 235,347 shares
    Change vs previous 13F +5,833 shares

    0.33% of the 13F portfolio, value $9,712,771.

    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 229,514 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,912,710.

    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).