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Vestmark Advisory Solutions, Inc.: IUSB position timeline

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

Vestmark Advisory Solutions, Inc. held 427,592 IUSB 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 427,592 shares
    Change vs previous 13F -4,913 shares

    0.19% of the 13F portfolio, value $19,733,337.

    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 432,505 shares
    Change vs previous 13F +342,500 shares

    0.22% of the 13F portfolio, value $19,977,414.

    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 90,005 shares
    Change vs previous 13F +51,166 shares

    0.06% of the 13F portfolio, value $4,188,833.

    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 38,839 shares
    Change vs previous 13F -11,024 shares

    0.03% of the 13F portfolio, value $1,814,169.

    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 49,863 shares
    Change vs previous 13F -21,362 shares

    0.03% of the 13F portfolio, value $2,305,166.

    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 71,225 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,282,047.

    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).