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Vestmark Advisory Solutions, Inc.: ARES position timeline

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

Vestmark Advisory Solutions, Inc. held 14,767 ARES 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 14,767 shares
    Change vs previous 13F +12,038 shares

    0.02% of the 13F portfolio, value $1,643,676.

    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 2,729 shares
    Change vs previous 13F -2,031 shares

    <0.01% of the 13F portfolio, value $297,734.

    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 4,760 shares
    Change vs previous 13F +1,524 shares

    0.01% of the 13F portfolio, value $769,322.

    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 3,236 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $517,404.

    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 3,227 shares
    Change vs previous 13F -773 shares

    0.01% of the 13F portfolio, value $558,916.

    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 4,000 shares
    Change vs previous 13F +1,114 shares

    0.02% of the 13F portfolio, value $586,440.

    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 2,886 shares
    Change vs previous 13F +1,112 shares

    0.02% of the 13F portfolio, value $510,909.

    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 1,774 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $276,460.

    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).