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Vestmark Advisory Solutions, Inc.: LQD position timeline

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

Vestmark Advisory Solutions, Inc. held 88,370 LQD 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 88,370 shares
    Change vs previous 13F -14,532 shares

    0.09% of the 13F portfolio, value $9,638,483.

    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 102,902 shares
    Change vs previous 13F +76,344 shares

    0.12% of the 13F portfolio, value $11,215,306.

    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 26,558 shares
    Change vs previous 13F -317 shares

    0.04% of the 13F portfolio, value $2,926,426.

    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 26,875 shares
    Change vs previous 13F -27,447 shares

    0.06% of the 13F portfolio, value $2,995,756.

    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 54,322 shares
    Change vs previous 13F -1,297 shares

    0.09% of the 13F portfolio, value $5,954,234.

    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 55,619 shares
    Change vs previous 13F -4,050 shares

    0.16% of the 13F portfolio, value $6,045,229.

    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 59,669 shares
    Change vs previous 13F -185 shares

    0.22% of the 13F portfolio, value $6,375,036.

    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 59,854 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,762,305.

    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).