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Vestmark Advisory Solutions, Inc.: DFEV position timeline

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

Vestmark Advisory Solutions, Inc. held 228,087 DFEV 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 228,087 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $9,731,814.

    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 228,234 shares
    Change vs previous 13F +7,505 shares

    0.09% of the 13F portfolio, value $8,166,213.

    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 220,729 shares
    Change vs previous 13F +1,036 shares

    0.1% of the 13F portfolio, value $7,447,396.

    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 219,693 shares
    Change vs previous 13F -201,369 shares

    0.13% of the 13F portfolio, value $7,006,010.

    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 421,062 shares
    Change vs previous 13F +218,181 shares

    0.18% of the 13F portfolio, value $12,627,650.

    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 202,881 shares
    Change vs previous 13F +18,827 shares

    0.14% of the 13F portfolio, value $5,487,931.

    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 184,054 shares
    Change vs previous 13F +20,665 shares

    0.17% of the 13F portfolio, value $4,824,055.

    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 163,389 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,650,051.

    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).