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Vestmark Advisory Solutions, Inc.: DGRO position timeline

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

Vestmark Advisory Solutions, Inc. held 521,597 DGRO 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 521,597 shares
    Change vs previous 13F +4,321 shares

    0.37% of the 13F portfolio, value $39,531,809.

    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 517,276 shares
    Change vs previous 13F -24,490 shares

    0.4% of the 13F portfolio, value $36,302,453.

    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 541,766 shares
    Change vs previous 13F +50,123 shares

    0.51% of the 13F portfolio, value $37,609,396.

    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 491,643 shares
    Change vs previous 13F -493,921 shares

    0.64% of the 13F portfolio, value $33,471,055.

    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 985,564 shares
    Change vs previous 13F +447,210 shares

    0.91% of the 13F portfolio, value $63,016,962.

    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 538,354 shares
    Change vs previous 13F -49,896 shares

    0.86% of the 13F portfolio, value $33,259,510.

    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 588,250 shares
    Change vs previous 13F -27,354 shares

    1.24% of the 13F portfolio, value $36,083,255.

    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 615,604 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $38,592,215.

    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).