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Vestmark Advisory Solutions, Inc.: CGUS position timeline

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

Vestmark Advisory Solutions, Inc. held 633,537 CGUS 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 633,537 shares
    Change vs previous 13F +9,727 shares

    0.26% of the 13F portfolio, value $28,179,726.

    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 623,810 shares
    Change vs previous 13F +113,591 shares

    0.27% of the 13F portfolio, value $23,966,780.

    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 510,219 shares
    Change vs previous 13F +49,244 shares

    0.28% of the 13F portfolio, value $20,526,110.

    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 460,975 shares
    Change vs previous 13F -388,587 shares

    0.35% of the 13F portfolio, value $18,226,952.

    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 849,562 shares
    Change vs previous 13F +444,485 shares

    0.45% of the 13F portfolio, value $31,374,324.

    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 405,077 shares
    Change vs previous 13F +25,311 shares

    0.35% of the 13F portfolio, value $13,529,572.

    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 379,766 shares
    Change vs previous 13F +26,643 shares

    0.46% of the 13F portfolio, value $13,280,417.

    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 353,123 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $12,105,056.

    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).