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Vestmark Advisory Solutions, Inc.: HIMU position timeline

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

Vestmark Advisory Solutions, Inc. held 55,483 HIMU 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 55,483 shares
    Change vs previous 13F -104,091 shares

    0.03% of the 13F portfolio, value $2,763,075.

    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 159,574 shares
    Change vs previous 13F +105,590 shares

    0.08% of the 13F portfolio, value $7,656,393.

    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 53,984 shares
    Change vs previous 13F -13,382 shares

    0.04% of the 13F portfolio, value $2,627,941.

    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 67,366 shares
    Change vs previous 13F -37,118 shares

    0.06% of the 13F portfolio, value $3,313,733.

    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 104,484 shares
    Change vs previous 13F +40,729 shares

    0.07% of the 13F portfolio, value $5,081,056.

    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 63,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,157,784.

    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).