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Vestmark Advisory Solutions, Inc.: CGSM position timeline

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

Vestmark Advisory Solutions, Inc. held 304,185 CGSM 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 304,185 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $8,025,924.

    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 304,185 shares
    Change vs previous 13F +73,372 shares

    0.09% of the 13F portfolio, value $7,993,982.

    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 230,813 shares
    Change vs previous 13F +11,746 shares

    0.08% of the 13F portfolio, value $6,079,614.

    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 219,067 shares
    Change vs previous 13F -148,829 shares

    0.11% of the 13F portfolio, value $5,774,606.

    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 367,896 shares
    Change vs previous 13F +207,173 shares

    0.14% of the 13F portfolio, value $9,594,728.

    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 160,723 shares
    Change vs previous 13F +9,578 shares

    0.11% of the 13F portfolio, value $4,180,405.

    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 151,145 shares
    Change vs previous 13F +39,186 shares

    0.14% of the 13F portfolio, value $3,925,236.

    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 111,959 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,940,043.

    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).