Vestmark Advisory Solutions, Inc.: HWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on HWM, newest first. How the timeline and the estimate are built.
Vestmark Advisory Solutions, Inc. held 36,288 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 36,288 sharesChange vs previous 13F -3,054 shares
0.09% of the 13F portfolio, value $9,756,547.
13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,342 sharesChange vs previous 13F +15,983 shares
0.1% of the 13F portfolio, value $9,066,830.
13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,359 sharesChange vs previous 13F +2,593 shares
0.06% of the 13F portfolio, value $4,789,149.
13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,766 sharesChange vs previous 13F -6,929 shares
0.08% of the 13F portfolio, value $4,074,949.
13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,695 sharesChange vs previous 13F -36,573 shares
0.07% of the 13F portfolio, value $5,154,870.
13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,268 sharesChange vs previous 13F +31,686 shares
0.21% of the 13F portfolio, value $8,337,488.
13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,582 sharesChange vs previous 13F -165 shares
0.12% of the 13F portfolio, value $3,563,493.
13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,747 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $3,282,887.
13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).