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Vestmark Advisory Solutions, Inc.: DFIC position timeline

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

Vestmark Advisory Solutions, Inc. held 1,621,451 DFIC 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 1,621,451 shares
    Change vs previous 13F -115,523 shares

    0.57% of the 13F portfolio, value $60,415,270.

    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 1,736,974 shares
    Change vs previous 13F +494,989 shares

    0.68% of the 13F portfolio, value $61,714,692.

    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 1,241,985 shares
    Change vs previous 13F +12,042 shares

    0.58% of the 13F portfolio, value $42,798,803.

    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 1,229,943 shares
    Change vs previous 13F -1,229,371 shares

    0.77% of the 13F portfolio, value $40,329,831.

    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 2,459,314 shares
    Change vs previous 13F +1,275,924 shares

    1.1% of the 13F portfolio, value $76,460,072.

    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 1,183,390 shares
    Change vs previous 13F +153,570 shares

    0.85% of the 13F portfolio, value $32,862,740.

    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 1,029,820 shares
    Change vs previous 13F +11,144 shares

    0.92% of the 13F portfolio, value $26,615,709.

    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 1,018,676 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $28,665,543.

    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).