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Vestmark Advisory Solutions, Inc.: COO position timeline

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

Vestmark Advisory Solutions, Inc. held 64,550 COO 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 64,550 shares
    Change vs previous 13F -3,303 shares

    0.04% of the 13F portfolio, value $4,628,881.

    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 67,853 shares
    Change vs previous 13F +8,324 shares

    0.05% of the 13F portfolio, value $4,851,490.

    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 59,529 shares
    Change vs previous 13F -8,773 shares

    0.07% of the 13F portfolio, value $4,878,997.

    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 68,302 shares
    Change vs previous 13F +5,201 shares

    0.09% of the 13F portfolio, value $4,682,786.

    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 63,101 shares
    Change vs previous 13F -64,147 shares

    0.06% of the 13F portfolio, value $4,490,267.

    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 127,248 shares
    Change vs previous 13F +65,294 shares

    0.28% of the 13F portfolio, value $10,733,368.

    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 61,954 shares
    Change vs previous 13F -4,383 shares

    0.2% of the 13F portfolio, value $5,695,431.

    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 66,337 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,319,624.

    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).