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Vestmark Advisory Solutions, Inc.: DISV position timeline

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

Vestmark Advisory Solutions, Inc. held 386,882 DISV 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 386,882 shares
    Change vs previous 13F -234 shares

    0.15% of the 13F portfolio, value $15,525,575.

    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 387,116 shares
    Change vs previous 13F +14,710 shares

    0.17% of the 13F portfolio, value $15,267,855.

    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 372,406 shares
    Change vs previous 13F -2,325 shares

    0.19% of the 13F portfolio, value $14,151,428.

    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 374,731 shares
    Change vs previous 13F -391,657 shares

    0.25% of the 13F portfolio, value $13,374,149.

    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 766,388 shares
    Change vs previous 13F +395,577 shares

    0.36% of the 13F portfolio, value $25,221,830.

    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 370,811 shares
    Change vs previous 13F +38,973 shares

    0.28% of the 13F portfolio, value $10,798,016.

    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 331,838 shares
    Change vs previous 13F +5,434 shares

    0.3% of the 13F portfolio, value $8,816,936.

    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 326,404 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,485,300.

    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).