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Vestmark Advisory Solutions, Inc.: CGMU position timeline

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

Vestmark Advisory Solutions, Inc. held 1,308,396 CGMU 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 1,308,396 shares
    Change vs previous 13F -31 shares

    0.34% of the 13F portfolio, value $35,941,638.

    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 1,308,427 shares
    Change vs previous 13F +158,468 shares

    0.39% of the 13F portfolio, value $35,523,793.

    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 1,149,959 shares
    Change vs previous 13F +91,014 shares

    0.42% of the 13F portfolio, value $31,485,877.

    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 1,058,945 shares
    Change vs previous 13F -889,805 shares

    0.55% of the 13F portfolio, value $28,898,609.

    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 1,948,750 shares
    Change vs previous 13F +1,027,021 shares

    0.75% of the 13F portfolio, value $52,012,138.

    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 921,729 shares
    Change vs previous 13F +49,044 shares

    0.64% of the 13F portfolio, value $24,720,772.

    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 872,685 shares
    Change vs previous 13F +135,556 shares

    0.81% of the 13F portfolio, value $23,492,680.

    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 737,129 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $20,241,562.

    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).