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Vestmark Advisory Solutions, Inc.: BTI position timeline

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

Vestmark Advisory Solutions, Inc. held 121,699 BTI 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 121,699 shares
    Change vs previous 13F +3,674 shares

    0.07% of the 13F portfolio, value $7,516,112.

    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 118,025 shares
    Change vs previous 13F +7,278 shares

    0.08% of the 13F portfolio, value $6,900,964.

    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 110,747 shares
    Change vs previous 13F +43,332 shares

    0.08% of the 13F portfolio, value $6,270,477.

    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 67,415 shares
    Change vs previous 13F -17,111 shares

    0.07% of the 13F portfolio, value $3,578,374.

    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 84,526 shares
    Change vs previous 13F -26,928 shares

    0.06% of the 13F portfolio, value $4,000,622.

    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 111,454 shares
    Change vs previous 13F +71,584 shares

    0.12% of the 13F portfolio, value $4,610,892.

    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 39,870 shares
    Change vs previous 13F +15,595 shares

    0.05% of the 13F portfolio, value $1,448,077.

    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 24,275 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $887,991.

    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).