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Vestmark Advisory Solutions, Inc.: BKU position timeline

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

Vestmark Advisory Solutions, Inc. held 87,201 BKU 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 87,201 shares
    Change vs previous 13F +16,654 shares

    0.04% of the 13F portfolio, value $4,224,889.

    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 70,547 shares
    Change vs previous 13F +37,215 shares

    0.04% of the 13F portfolio, value $3,185,903.

    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 33,332 shares
    Change vs previous 13F +2,630 shares

    0.02% of the 13F portfolio, value $1,485,607.

    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 30,702 shares
    Change vs previous 13F -9,827 shares

    0.02% of the 13F portfolio, value $1,171,588.

    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 40,529 shares
    Change vs previous 13F +27,037 shares

    0.02% of the 13F portfolio, value $1,442,427.

    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 13,492 shares
    Change vs previous 13F +5,087 shares

    0.01% of the 13F portfolio, value $464,664.

    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 8,405 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $320,819.

    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).