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Vestmark Advisory Solutions, Inc.: DE position timeline

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

Vestmark Advisory Solutions, Inc. held 8,646 DE 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 8,646 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $5,484,734.

    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 8,622 shares
    Change vs previous 13F -801 shares

    0.05% of the 13F portfolio, value $4,857,460.

    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 9,423 shares
    Change vs previous 13F +1,924 shares

    0.06% of the 13F portfolio, value $4,387,437.

    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 7,499 shares
    Change vs previous 13F -2,356 shares

    0.07% of the 13F portfolio, value $3,429,022.

    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 9,855 shares
    Change vs previous 13F +4,889 shares

    0.07% of the 13F portfolio, value $5,011,188.

    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 4,966 shares
    Change vs previous 13F +4,273 shares

    0.06% of the 13F portfolio, value $2,330,798.

    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 693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,629.

    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).