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Vestmark Advisory Solutions, Inc.: MLM position timeline

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

Vestmark Advisory Solutions, Inc. held 8,332 MLM 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 8,332 shares
    Change vs previous 13F -3,279 shares

    0.05% of the 13F portfolio, value $4,804,787.

    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 11,611 shares
    Change vs previous 13F +2,713 shares

    0.08% of the 13F portfolio, value $6,835,374.

    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 8,898 shares
    Change vs previous 13F +1,402 shares

    0.07% of the 13F portfolio, value $5,540,588.

    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 7,496 shares
    Change vs previous 13F -1,021 shares

    0.09% of the 13F portfolio, value $4,724,578.

    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 8,517 shares
    Change vs previous 13F -2,327 shares

    0.07% of the 13F portfolio, value $4,675,492.

    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 10,844 shares
    Change vs previous 13F +4,620 shares

    0.13% of the 13F portfolio, value $5,184,843.

    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 6,224 shares
    Change vs previous 13F +275 shares

    0.11% of the 13F portfolio, value $3,214,697.

    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 5,949 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,202,049.

    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).