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Vestmark Advisory Solutions, Inc.: IDEV position timeline

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

Vestmark Advisory Solutions, Inc. held 212,751 IDEV 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 212,751 shares
    Change vs previous 13F +6,041 shares

    0.18% of the 13F portfolio, value $18,936,942.

    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 206,710 shares
    Change vs previous 13F +96,328 shares

    0.19% of the 13F portfolio, value $17,274,833.

    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 110,382 shares
    Change vs previous 13F +3,993 shares

    0.12% of the 13F portfolio, value $9,104,342.

    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 106,389 shares
    Change vs previous 13F -76,907 shares

    0.16% of the 13F portfolio, value $8,529,169.

    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 183,296 shares
    Change vs previous 13F +78,314 shares

    0.2% of the 13F portfolio, value $13,937,793.

    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 104,982 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,232,210.

    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).