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Vestmark Advisory Solutions, Inc.: EFX position timeline

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

Vestmark Advisory Solutions, Inc. held 15,737 EFX 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 15,737 shares
    Change vs previous 13F -3,301 shares

    0.02% of the 13F portfolio, value $2,497,778.

    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 19,038 shares
    Change vs previous 13F -349 shares

    0.04% of the 13F portfolio, value $3,428,352.

    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 19,387 shares
    Change vs previous 13F -422 shares

    0.06% of the 13F portfolio, value $4,206,549.

    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 19,809 shares
    Change vs previous 13F -3,805 shares

    0.1% of the 13F portfolio, value $5,081,603.

    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 23,614 shares
    Change vs previous 13F -16,316 shares

    0.09% of the 13F portfolio, value $6,124,863.

    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 39,930 shares
    Change vs previous 13F +19,999 shares

    0.25% of the 13F portfolio, value $9,725,350.

    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 19,931 shares
    Change vs previous 13F +885 shares

    0.17% of the 13F portfolio, value $5,079,415.

    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 19,046 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,596,858.

    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).