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Vestmark Advisory Solutions, Inc.: BSV position timeline

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

Vestmark Advisory Solutions, Inc. held 754,764 BSV 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 754,764 shares
    Change vs previous 13F +120,890 shares

    0.55% of the 13F portfolio, value $58,803,685.

    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 633,874 shares
    Change vs previous 13F +20,485 shares

    0.55% of the 13F portfolio, value $49,702,130.

    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 613,389 shares
    Change vs previous 13F +271,161 shares

    0.65% of the 13F portfolio, value $48,341,224.

    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 342,228 shares
    Change vs previous 13F +2,126 shares

    0.51% of the 13F portfolio, value $27,005,261.

    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 340,102 shares
    Change vs previous 13F -20,939 shares

    0.39% of the 13F portfolio, value $26,765,991.

    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 361,041 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $28,262,321.

    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).