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Vestmark Advisory Solutions, Inc.: BAI position timeline

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

Vestmark Advisory Solutions, Inc. held 624,494 BAI 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 624,494 shares
    Change vs previous 13F +182,653 shares

    0.31% of the 13F portfolio, value $32,923,295.

    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 441,841 shares
    Change vs previous 13F +367,218 shares

    0.16% of the 13F portfolio, value $14,558,689.

    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 74,623 shares
    Change vs previous 13F +7,200 shares

    0.03% of the 13F portfolio, value $2,484,941.

    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 67,423 shares
    Change vs previous 13F +44,173 shares

    0.04% of the 13F portfolio, value $2,303,170.

    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 23,250 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $670,763.

    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).