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Vestmark Advisory Solutions, Inc.: APD position timeline

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

Vestmark Advisory Solutions, Inc. held 19,455 APD 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 19,455 shares
    Change vs previous 13F -375 shares

    0.05% of the 13F portfolio, value $5,703,927.

    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 19,830 shares
    Change vs previous 13F +4,604 shares

    0.06% of the 13F portfolio, value $5,760,595.

    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 15,226 shares
    Change vs previous 13F -3,449 shares

    0.05% of the 13F portfolio, value $3,761,156.

    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 18,675 shares
    Change vs previous 13F -1,971 shares

    0.1% of the 13F portfolio, value $5,092,953.

    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 20,646 shares
    Change vs previous 13F -20,593 shares

    0.08% of the 13F portfolio, value $5,823,534.

    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 41,239 shares
    Change vs previous 13F +20,318 shares

    0.31% of the 13F portfolio, value $12,162,307.

    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 20,921 shares
    Change vs previous 13F -51 shares

    0.21% of the 13F portfolio, value $6,067,915.

    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 20,972 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,244,106.

    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).