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Vestmark Advisory Solutions, Inc.: DTD position timeline

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

Vestmark Advisory Solutions, Inc. held 71,954 DTD 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 71,954 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $6,709,480.

    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 71,954 shares
    Change vs previous 13F +4,603 shares

    0.07% of the 13F portfolio, value $6,213,947.

    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 67,351 shares
    Change vs previous 13F +4,272 shares

    0.08% of the 13F portfolio, value $5,716,753.

    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 63,079 shares
    Change vs previous 13F -49,515 shares

    0.1% of the 13F portfolio, value $5,298,636.

    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 112,594 shares
    Change vs previous 13F +68,000 shares

    0.13% of the 13F portfolio, value $8,953,474.

    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 44,594 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,431,508.

    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).