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Vestmark Advisory Solutions, Inc.: ADI position timeline

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

Vestmark Advisory Solutions, Inc. held 28,997 ADI 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 28,997 shares
    Change vs previous 13F +5,863 shares

    0.11% of the 13F portfolio, value $11,516,959.

    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 23,134 shares
    Change vs previous 13F -3,672 shares

    0.08% of the 13F portfolio, value $7,360,487.

    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 26,806 shares
    Change vs previous 13F +14,537 shares

    0.1% of the 13F portfolio, value $7,269,863.

    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 12,269 shares
    Change vs previous 13F +7,281 shares

    0.06% of the 13F portfolio, value $3,014,437.

    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 4,988 shares
    Change vs previous 13F -1,598 shares

    0.02% of the 13F portfolio, value $1,187,244.

    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 6,586 shares
    Change vs previous 13F +2,836 shares

    0.03% of the 13F portfolio, value $1,328,198.

    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 3,750 shares
    Change vs previous 13F +613 shares

    0.03% of the 13F portfolio, value $796,725.

    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 3,137 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $722,043.

    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).