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Vestmark Advisory Solutions, Inc.: IVE position timeline

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

Vestmark Advisory Solutions, Inc. held 55,958 IVE 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 55,958 shares
    Change vs previous 13F -78,807 shares

    0.12% of the 13F portfolio, value $12,705,882.

    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 134,765 shares
    Change vs previous 13F +6,273 shares

    0.32% of the 13F portfolio, value $28,455,944.

    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 128,492 shares
    Change vs previous 13F +94,099 shares

    0.37% of the 13F portfolio, value $27,249,223.

    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 34,393 shares
    Change vs previous 13F +5,282 shares

    0.14% of the 13F portfolio, value $7,102,407.

    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 29,111 shares
    Change vs previous 13F -17,569 shares

    0.08% of the 13F portfolio, value $5,688,871.

    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 46,680 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,896,273.

    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).