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Vestmark Advisory Solutions, Inc.: AVLC position timeline

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

Vestmark Advisory Solutions, Inc. held 243,516 AVLC 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 243,516 shares
    Change vs previous 13F +224,156 shares

    0.21% of the 13F portfolio, value $21,906,699.

    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 19,360 shares
    Change vs previous 13F +7,951 shares

    0.02% of the 13F portfolio, value $1,501,368.

    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 11,409 shares
    Change vs previous 13F +6,304 shares

    0.01% of the 13F portfolio, value $896,976.

    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 5,105 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,584.

    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).