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Vestmark Advisory Solutions, Inc.: APAM position timeline

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

Vestmark Advisory Solutions, Inc. held 36,573 APAM 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 36,573 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $1,262,866.

    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 36,588 shares
    Change vs previous 13F -4,140 shares

    0.01% of the 13F portfolio, value $1,331,437.

    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 40,728 shares
    Change vs previous 13F -3,003 shares

    0.02% of the 13F portfolio, value $1,659,259.

    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 43,731 shares
    Change vs previous 13F +164 shares

    0.04% of the 13F portfolio, value $1,897,925.

    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 43,567 shares
    Change vs previous 13F -50,485 shares

    0.03% of the 13F portfolio, value $1,931,325.

    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 94,052 shares
    Change vs previous 13F +45,178 shares

    0.09% of the 13F portfolio, value $3,677,434.

    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 48,874 shares
    Change vs previous 13F -123 shares

    0.07% of the 13F portfolio, value $2,104,026.

    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 48,997 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,122,550.

    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).