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Vestmark Advisory Solutions, Inc.: IBKR position timeline

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

Vestmark Advisory Solutions, Inc. held 112,903 IBKR 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 112,903 shares
    Change vs previous 13F -19,627 shares

    0.09% of the 13F portfolio, value $9,827,074.

    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 132,530 shares
    Change vs previous 13F +12,417 shares

    0.1% of the 13F portfolio, value $8,888,839.

    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 120,113 shares
    Change vs previous 13F -2,300 shares

    0.1% of the 13F portfolio, value $7,724,451.

    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 122,413 shares
    Change vs previous 13F -1,706 shares

    0.16% of the 13F portfolio, value $8,423,237.

    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 124,119 shares
    Change vs previous 13F +45,391 shares

    0.1% of the 13F portfolio, value $6,877,434.

    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 78,728 shares
    Change vs previous 13F +39,419 shares

    0.34% of the 13F portfolio, value $13,036,570.

    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 39,309 shares
    Change vs previous 13F +1,596 shares

    0.24% of the 13F portfolio, value $6,944,721.

    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 37,713 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,255,684.

    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).