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Vestmark Advisory Solutions, Inc.: AM position timeline

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

Vestmark Advisory Solutions, Inc. held 48,332 AM 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 48,332 shares
    Change vs previous 13F +37,590 shares

    0.01% of the 13F portfolio, value $1,099,546.

    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 10,742 shares
    Change vs previous 13F -4,155 shares

    <0.01% of the 13F portfolio, value $244,918.

    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 14,897 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $265,018.

    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 14,897 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $289,598.

    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 14,897 shares
    Change vs previous 13F -16,399 shares

    <0.01% of the 13F portfolio, value $282,298.

    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 31,296 shares
    Change vs previous 13F +15,648 shares

    0.01% of the 13F portfolio, value $563,328.

    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 15,648 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $236,128.

    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 15,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,502.

    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).