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Vestmark Advisory Solutions, Inc.: LII position timeline

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

Vestmark Advisory Solutions, Inc. held 6,331 LII 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 6,331 shares
    Change vs previous 13F -1,282 shares

    0.03% of the 13F portfolio, value $3,627,168.

    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 7,613 shares
    Change vs previous 13F -534 shares

    0.04% of the 13F portfolio, value $3,533,582.

    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 8,147 shares
    Change vs previous 13F -290 shares

    0.05% of the 13F portfolio, value $3,956,099.

    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 8,437 shares
    Change vs previous 13F +67 shares

    0.09% of the 13F portfolio, value $4,466,210.

    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 8,370 shares
    Change vs previous 13F -17,400 shares

    0.07% of the 13F portfolio, value $4,798,019.

    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 25,770 shares
    Change vs previous 13F +12,926 shares

    0.37% of the 13F portfolio, value $14,452,590.

    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 12,844 shares
    Change vs previous 13F +449 shares

    0.27% of the 13F portfolio, value $7,825,849.

    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 12,395 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,490,175.

    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).