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Vestmark Advisory Solutions, Inc.: AVDE position timeline

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

Vestmark Advisory Solutions, Inc. held 236,996 AVDE 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 236,996 shares
    Change vs previous 13F +98,165 shares

    0.2% of the 13F portfolio, value $21,140,082.

    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 138,831 shares
    Change vs previous 13F +10,931 shares

    0.13% of the 13F portfolio, value $11,778,449.

    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 127,900 shares
    Change vs previous 13F +19,111 shares

    0.14% of the 13F portfolio, value $10,528,737.

    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 108,789 shares
    Change vs previous 13F +49,393 shares

    0.16% of the 13F portfolio, value $8,583,471.

    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 59,396 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,395,898.

    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).