Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: IUSV position timeline

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

Vestmark Advisory Solutions, Inc. held 192,811 IUSV 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 192,811 shares
    Change vs previous 13F +115,196 shares

    0.2% of the 13F portfolio, value $21,238,172.

    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 77,615 shares
    Change vs previous 13F +38,477 shares

    0.09% of the 13F portfolio, value $7,936,163.

    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 39,138 shares
    Change vs previous 13F +5,454 shares

    0.05% of the 13F portfolio, value $4,013,251.

    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 33,684 shares
    Change vs previous 13F -514 shares

    0.06% of the 13F portfolio, value $3,366,713.

    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 34,198 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,236,149.

    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).