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Vestmark Advisory Solutions, Inc.: LMBS position timeline

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

Vestmark Advisory Solutions, Inc. held 482,534 LMBS 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 482,534 shares
    Change vs previous 13F +65,567 shares

    0.23% of the 13F portfolio, value $24,020,524.

    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 416,967 shares
    Change vs previous 13F -143,946 shares

    0.23% of the 13F portfolio, value $20,769,167.

    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 560,913 shares
    Change vs previous 13F -44,447 shares

    0.38% of the 13F portfolio, value $28,040,034.

    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 605,360 shares
    Change vs previous 13F +242,154 shares

    0.57% of the 13F portfolio, value $30,140,899.

    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 363,206 shares
    Change vs previous 13F +185,184 shares

    0.26% of the 13F portfolio, value $17,891,528.

    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 178,022 shares
    Change vs previous 13F +9,324 shares

    0.23% of the 13F portfolio, value $8,751,562.

    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 168,698 shares
    Change vs previous 13F +34,628 shares

    0.28% of the 13F portfolio, value $8,210,532.

    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 134,070 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,624,399.

    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).