Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: BIV position timeline

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

Vestmark Advisory Solutions, Inc. held 321,738 BIV 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 321,738 shares
    Change vs previous 13F +51,871 shares

    0.23% of the 13F portfolio, value $24,677,281.

    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 269,867 shares
    Change vs previous 13F +129,552 shares

    0.23% of the 13F portfolio, value $20,828,391.

    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 140,315 shares
    Change vs previous 13F +12,221 shares

    0.15% of the 13F portfolio, value $10,927,751.

    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 128,094 shares
    Change vs previous 13F +3,260 shares

    0.19% of the 13F portfolio, value $10,002,873.

    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 124,834 shares
    Change vs previous 13F -11,509 shares

    0.14% of the 13F portfolio, value $9,654,627.

    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 136,343 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,439,806.

    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).