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Vestmark Advisory Solutions, Inc.: CLOI position timeline

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

Vestmark Advisory Solutions, Inc. held 34,981 CLOI 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 34,981 shares
    Change vs previous 13F +4,046 shares

    0.02% of the 13F portfolio, value $1,852,244.

    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 30,935 shares
    Change vs previous 13F +3,513 shares

    0.02% of the 13F portfolio, value $1,630,324.

    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 27,422 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,448,156.

    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).