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Vestmark Advisory Solutions, Inc.: DT position timeline

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

Vestmark Advisory Solutions, Inc. held 4,655 DT 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 4,655 shares
    Change vs previous 13F -50,239 shares

    <0.01% of the 13F portfolio, value $204,401.

    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 54,894 shares
    Change vs previous 13F +22,171 shares

    0.02% of the 13F portfolio, value $2,029,980.

    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 32,723 shares
    Change vs previous 13F -34,218 shares

    0.02% of the 13F portfolio, value $1,418,215.

    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 66,941 shares
    Change vs previous 13F +28,036 shares

    0.06% of the 13F portfolio, value $3,243,292.

    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 38,905 shares
    Change vs previous 13F +28,977 shares

    0.03% of the 13F portfolio, value $2,147,945.

    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 9,928 shares
    Change vs previous 13F +1,814 shares

    0.01% of the 13F portfolio, value $468,106.

    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 8,114 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $440,996.

    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 7,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $413,056.

    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).