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Vestmark Advisory Solutions, Inc.: DFGR position timeline

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

Vestmark Advisory Solutions, Inc. held 366,862 DFGR 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 366,862 shares
    Change vs previous 13F -44,721 shares

    0.1% of the 13F portfolio, value $10,627,986.

    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 411,583 shares
    Change vs previous 13F +112,233 shares

    0.12% of the 13F portfolio, value $10,939,885.

    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 299,350 shares
    Change vs previous 13F +27,738 shares

    0.11% of the 13F portfolio, value $7,908,827.

    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 271,612 shares
    Change vs previous 13F -229,144 shares

    0.14% of the 13F portfolio, value $7,417,724.

    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 500,756 shares
    Change vs previous 13F +279,218 shares

    0.19% of the 13F portfolio, value $13,435,284.

    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 221,538 shares
    Change vs previous 13F +17,467 shares

    0.15% of the 13F portfolio, value $5,817,588.

    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 204,071 shares
    Change vs previous 13F +29,703 shares

    0.18% of the 13F portfolio, value $5,211,973.

    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 174,368 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,032,260.

    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).