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Vestmark Advisory Solutions, Inc.: DFGP position timeline

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

Vestmark Advisory Solutions, Inc. held 857,514 DFGP 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 857,514 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $46,700,212.

    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 857,514 shares
    Change vs previous 13F +16,052 shares

    0.51% of the 13F portfolio, value $46,297,181.

    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 841,462 shares
    Change vs previous 13F +88,099 shares

    0.61% of the 13F portfolio, value $45,497,850.

    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 753,363 shares
    Change vs previous 13F -655,721 shares

    0.8% of the 13F portfolio, value $41,864,382.

    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 1,409,084 shares
    Change vs previous 13F +783,133 shares

    1.11% of the 13F portfolio, value $76,780,988.

    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 625,951 shares
    Change vs previous 13F +3,214 shares

    0.86% of the 13F portfolio, value $33,444,562.

    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 622,737 shares
    Change vs previous 13F +38,170 shares

    1.13% of the 13F portfolio, value $32,899,196.

    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 584,567 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $32,209,642.

    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).