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Vestmark Advisory Solutions, Inc.: CBZ position timeline

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

Vestmark Advisory Solutions, Inc. held 22,866 CBZ 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 22,866 shares
    Change vs previous 13F -11,891 shares

    0.01% of the 13F portfolio, value $733,541.

    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 34,757 shares
    Change vs previous 13F -8,317 shares

    0.01% of the 13F portfolio, value $933,225.

    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 43,074 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,173,083.

    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).