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Vestmark Advisory Solutions, Inc.: DFSV position timeline

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

Vestmark Advisory Solutions, Inc. held 1,486,102 DFSV 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 1,486,102 shares
    Change vs previous 13F -898 shares

    0.54% of the 13F portfolio, value $57,645,897.

    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 1,487,000 shares
    Change vs previous 13F +52,729 shares

    0.58% of the 13F portfolio, value $52,104,480.

    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 1,434,271 shares
    Change vs previous 13F +55,841 shares

    0.64% of the 13F portfolio, value $47,173,173.

    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 1,378,430 shares
    Change vs previous 13F -1,292,910 shares

    0.84% of the 13F portfolio, value $43,889,211.

    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 2,671,340 shares
    Change vs previous 13F +1,441,690 shares

    1.14% of the 13F portfolio, value $78,617,536.

    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 1,229,650 shares
    Change vs previous 13F +192,478 shares

    0.89% of the 13F portfolio, value $34,614,648.

    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 1,037,172 shares
    Change vs previous 13F +72,513 shares

    1.1% of the 13F portfolio, value $31,924,154.

    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 964,659 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $29,711,497.

    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).