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Vestmark Advisory Solutions, Inc.: BALI position timeline

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

Vestmark Advisory Solutions, Inc. held 524,311 BALI 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 524,311 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $17,737,441.

    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 524,311 shares
    Change vs previous 13F -3,512 shares

    0.18% of the 13F portfolio, value $16,154,022.

    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 527,823 shares
    Change vs previous 13F +1,526 shares

    0.23% of the 13F portfolio, value $16,721,433.

    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 526,297 shares
    Change vs previous 13F -520,655 shares

    0.32% of the 13F portfolio, value $16,704,667.

    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 1,046,952 shares
    Change vs previous 13F +705,543 shares

    0.46% of the 13F portfolio, value $31,523,724.

    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 341,409 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,829,165.

    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).