Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: AVY position timeline

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

Vestmark Advisory Solutions, Inc. held 11,767 AVY 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 11,767 shares
    Change vs previous 13F -2,287 shares

    0.02% of the 13F portfolio, value $1,910,372.

    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 14,054 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $2,426,845.

    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 13,996 shares
    Change vs previous 13F +11,818 shares

    0.03% of the 13F portfolio, value $2,545,616.

    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 2,178 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $353,206.

    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 2,164 shares
    Change vs previous 13F -2,208 shares

    0.01% of the 13F portfolio, value $379,717.

    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 4,372 shares
    Change vs previous 13F +2,284 shares

    0.02% of the 13F portfolio, value $778,084.

    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 2,088 shares
    Change vs previous 13F -753 shares

    0.01% of the 13F portfolio, value $390,727.

    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 2,841 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $627,179.

    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).