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Vestmark Advisory Solutions, Inc.: BEAM position timeline

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

Vestmark Advisory Solutions, Inc. held 164,164 BEAM 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 164,164 shares
    Change vs previous 13F -12,701 shares

    0.05% of the 13F portfolio, value $5,634,108.

    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 176,865 shares
    Change vs previous 13F -19,171 shares

    0.05% of the 13F portfolio, value $4,214,693.

    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 196,036 shares
    Change vs previous 13F +29,739 shares

    0.07% of the 13F portfolio, value $5,434,118.

    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 166,297 shares
    Change vs previous 13F -156,703 shares

    0.08% of the 13F portfolio, value $4,036,028.

    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 323,000 shares
    Change vs previous 13F +168,479 shares

    0.08% of the 13F portfolio, value $5,494,230.

    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 154,521 shares
    Change vs previous 13F -18,631 shares

    0.08% of the 13F portfolio, value $3,017,795.

    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 173,152 shares
    Change vs previous 13F +39,250 shares

    0.15% of the 13F portfolio, value $4,482,454.

    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 133,902 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,280,599.

    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).