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Vestmark Advisory Solutions, Inc.: MC position timeline

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

Vestmark Advisory Solutions, Inc. held 58,131 MC 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 58,131 shares
    Change vs previous 13F +19,064 shares

    0.04% of the 13F portfolio, value $3,802,918.

    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 39,067 shares
    Change vs previous 13F -16,039 shares

    0.02% of the 13F portfolio, value $2,226,819.

    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 55,106 shares
    Change vs previous 13F +949 shares

    0.05% of the 13F portfolio, value $3,787,973.

    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 54,157 shares
    Change vs previous 13F +2,534 shares

    0.07% of the 13F portfolio, value $3,862,477.

    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 51,623 shares
    Change vs previous 13F -44,693 shares

    0.05% of the 13F portfolio, value $3,217,145.

    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 96,316 shares
    Change vs previous 13F +40,907 shares

    0.14% of the 13F portfolio, value $5,621,002.

    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 55,409 shares
    Change vs previous 13F +907 shares

    0.14% of the 13F portfolio, value $4,093,617.

    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 54,502 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,733,932.

    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).