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Vestmark Advisory Solutions, Inc.: FRI position timeline

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

Vestmark Advisory Solutions, Inc. held 0 FRI shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -99,659 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 99,659 shares
    Change vs previous 13F +1,029 shares

    0.09% of the 13F portfolio, value $2,727,667.

    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).

  3. period ended2024-09-30
    13F 98,630 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,923,393.

    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).