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Vestmark Advisory Solutions, Inc.: EPR position timeline

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

Vestmark Advisory Solutions, Inc. held 15,586 EPR 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 15,586 shares
    Change vs previous 13F -1,797 shares

    0.01% of the 13F portfolio, value $904,155.

    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 17,383 shares
    Change vs previous 13F -14,418 shares

    0.01% of the 13F portfolio, value $868,464.

    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 31,801 shares
    Change vs previous 13F +3,892 shares

    0.02% of the 13F portfolio, value $1,586,876.

    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 27,909 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,619,001.

    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).