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Vestmark Advisory Solutions, Inc.: AAPL position timeline

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

Vestmark Advisory Solutions, Inc. held 595,353 AAPL 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 595,353 shares
    Change vs previous 13F -18,911 shares

    1.62% of the 13F portfolio, value $172,271,609.

    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 614,264 shares
    Change vs previous 13F +160,879 shares

    1.73% of the 13F portfolio, value $155,894,639.

    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 453,385 shares
    Change vs previous 13F +254,253 shares

    1.66% of the 13F portfolio, value $123,257,569.

    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 199,132 shares
    Change vs previous 13F +62,281 shares

    0.97% of the 13F portfolio, value $50,705,094.

    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 136,851 shares
    Change vs previous 13F +16,963 shares

    0.41% of the 13F portfolio, value $28,077,711.

    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 119,888 shares
    Change vs previous 13F +58,531 shares

    0.69% of the 13F portfolio, value $26,630,667.

    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 61,357 shares
    Change vs previous 13F +3,676 shares

    0.53% of the 13F portfolio, value $15,365,021.

    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 57,681 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $13,439,673.

    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).