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Vestmark Advisory Solutions, Inc.: IDEF position timeline

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

Vestmark Advisory Solutions, Inc. held 126,374 IDEF 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 126,374 shares
    Change vs previous 13F +81,725 shares

    0.04% of the 13F portfolio, value $4,016,166.

    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 44,649 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,460,915.

    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).