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Vestmark Advisory Solutions, Inc.: JEMA position timeline

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

Vestmark Advisory Solutions, Inc. held 682,817 JEMA 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 682,817 shares
    Change vs previous 13F -59 shares

    0.41% of the 13F portfolio, value $43,618,350.

    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 682,876 shares
    Change vs previous 13F -33,008 shares

    0.39% of the 13F portfolio, value $35,530,038.

    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 715,884 shares
    Change vs previous 13F +138,884 shares

    0.47% of the 13F portfolio, value $35,078,316.

    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 577,000 shares
    Change vs previous 13F -634,208 shares

    0.52% of the 13F portfolio, value $27,436,350.

    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 1,211,208 shares
    Change vs previous 13F +648,175 shares

    0.75% of the 13F portfolio, value $52,142,504.

    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 563,033 shares
    Change vs previous 13F +69,910 shares

    0.55% of the 13F portfolio, value $21,541,643.

    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).

  7. period ended2024-12-31
    13F 493,123 shares
    Change vs previous 13F +47,653 shares

    0.64% of the 13F portfolio, value $18,447,731.

    13F-HR 0001172661-25-000556 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).

  8. period ended2024-09-30
    13F 445,470 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $18,081,627.

    13F-HR 0001172661-24-004807 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).