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Vestmark Advisory Solutions, Inc.: DFGX position timeline

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

Vestmark Advisory Solutions, Inc. held 271,081 DFGX 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 271,081 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $14,528,532.

    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 271,081 shares
    Change vs previous 13F +20,250 shares

    0.16% of the 13F portfolio, value $14,218,334.

    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 250,831 shares
    Change vs previous 13F +35,243 shares

    0.18% of the 13F portfolio, value $13,202,492.

    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 215,588 shares
    Change vs previous 13F -163,392 shares

    0.22% of the 13F portfolio, value $11,633,128.

    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 378,980 shares
    Change vs previous 13F +192,758 shares

    0.29% of the 13F portfolio, value $20,222,372.

    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 186,222 shares
    Change vs previous 13F +603 shares

    0.25% of the 13F portfolio, value $9,730,100.

    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 185,619 shares
    Change vs previous 13F +2,319 shares

    0.33% of the 13F portfolio, value $9,711,586.

    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 183,300 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,918,363.

    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).