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Vestmark Advisory Solutions, Inc.: HLN position timeline

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

Vestmark Advisory Solutions, Inc. held 314,017 HLN 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 314,017 shares
    Change vs previous 13F -11,141 shares

    0.03% of the 13F portfolio, value $2,929,776.

    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 325,158 shares
    Change vs previous 13F -10,679 shares

    0.04% of the 13F portfolio, value $3,254,845.

    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 335,837 shares
    Change vs previous 13F +267,125 shares

    0.05% of the 13F portfolio, value $3,395,315.

    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 68,712 shares
    Change vs previous 13F -79,481 shares

    0.01% of the 13F portfolio, value $616,345.

    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 148,193 shares
    Change vs previous 13F +48,196 shares

    0.02% of the 13F portfolio, value $1,536,763.

    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 99,997 shares
    Change vs previous 13F +37,577 shares

    0.03% of the 13F portfolio, value $1,028,970.

    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 62,420 shares
    Change vs previous 13F +21,673 shares

    0.02% of the 13F portfolio, value $595,487.

    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 40,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $431,103.

    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).