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Vestmark Advisory Solutions, Inc.: AVLV position timeline

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

Vestmark Advisory Solutions, Inc. held 775,298 AVLV 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 775,298 shares
    Change vs previous 13F +225,643 shares

    0.66% of the 13F portfolio, value $70,714,978.

    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 549,655 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $44,307,738.

    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).