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Vestmark Advisory Solutions, Inc.: JIRE position timeline

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

Vestmark Advisory Solutions, Inc. held 1,215,609 JIRE 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 1,215,609 shares
    Change vs previous 13F -120 shares

    0.94% of the 13F portfolio, value $100,275,586.

    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 1,215,729 shares
    Change vs previous 13F -30,855 shares

    1.02% of the 13F portfolio, value $92,079,314.

    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 1,246,584 shares
    Change vs previous 13F +112,416 shares

    1.26% of the 13F portfolio, value $93,344,210.

    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 1,134,168 shares
    Change vs previous 13F +132,904 shares

    1.59% of the 13F portfolio, value $83,406,715.

    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 1,001,264 shares
    Change vs previous 13F +661,762 shares

    1.02% of the 13F portfolio, value $70,859,454.

    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 339,502 shares
    Change vs previous 13F +45,198 shares

    0.56% of the 13F portfolio, value $21,633,067.

    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 294,304 shares
    Change vs previous 13F +37,339 shares

    0.59% of the 13F portfolio, value $17,219,727.

    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 256,965 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $16,967,399.

    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).