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Vestmark Advisory Solutions, Inc.: FTA position timeline

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

Vestmark Advisory Solutions, Inc. held 70,116 FTA 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 70,116 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $6,787,125.

    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 70,116 shares
    Change vs previous 13F -26,072 shares

    0.07% of the 13F portfolio, value $6,475,213.

    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 96,188 shares
    Change vs previous 13F -2,130 shares

    0.11% of the 13F portfolio, value $8,286,385.

    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 98,318 shares
    Change vs previous 13F -104,530 shares

    0.16% of the 13F portfolio, value $8,192,465.

    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 202,848 shares
    Change vs previous 13F +89,450 shares

    0.23% of the 13F portfolio, value $15,949,938.

    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 113,398 shares
    Change vs previous 13F -10,314 shares

    0.22% of the 13F portfolio, value $8,699,895.

    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 123,712 shares
    Change vs previous 13F +1,146 shares

    0.33% of the 13F portfolio, value $9,459,020.

    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 122,566 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,698,648.

    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).