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Vestmark Advisory Solutions, Inc.: DFEM position timeline

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

Vestmark Advisory Solutions, Inc. held 787,822 DFEM 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 787,822 shares
    Change vs previous 13F -211,697 shares

    0.3% of the 13F portfolio, value $32,017,068.

    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 999,519 shares
    Change vs previous 13F +490,536 shares

    0.38% of the 13F portfolio, value $34,533,416.

    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 508,983 shares
    Change vs previous 13F +17,129 shares

    0.23% of the 13F portfolio, value $16,837,158.

    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 491,854 shares
    Change vs previous 13F -456,522 shares

    0.3% of the 13F portfolio, value $15,773,758.

    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 948,376 shares
    Change vs previous 13F +480,797 shares

    0.41% of the 13F portfolio, value $28,147,800.

    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 467,579 shares
    Change vs previous 13F +45,188 shares

    0.32% of the 13F portfolio, value $12,372,140.

    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 422,391 shares
    Change vs previous 13F +40,256 shares

    0.38% of the 13F portfolio, value $11,062,420.

    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 382,135 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,757,100.

    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).