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Vestmark Advisory Solutions, Inc.: IWR position timeline

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

Vestmark Advisory Solutions, Inc. held 112,678 IWR 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 112,678 shares
    Change vs previous 13F +101,928 shares

    0.12% of the 13F portfolio, value $12,430,593.

    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 10,750 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $1,045,234.

    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 9,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $929,024.

    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).