Vestmark Advisory Solutions, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on MSFT, newest first. How the timeline and the estimate are built.
Vestmark Advisory Solutions, Inc. held 318,424 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 318,424 sharesChange vs previous 13F +2,707 shares
1.12% of the 13F portfolio, value $118,778,298.
13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 315,717 sharesChange vs previous 13F +60,569 shares
1.3% of the 13F portfolio, value $116,869,943.
13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 255,148 sharesChange vs previous 13F +130,958 shares
1.67% of the 13F portfolio, value $123,394,378.
13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 124,190 sharesChange vs previous 13F +23,382 shares
1.23% of the 13F portfolio, value $64,324,175.
13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,808 sharesChange vs previous 13F +8,523 shares
0.72% of the 13F portfolio, value $50,142,213.
13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 92,285 sharesChange vs previous 13F +44,881 shares
0.89% of the 13F portfolio, value $34,643,024.
13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,404 sharesChange vs previous 13F +6,806 shares
0.69% of the 13F portfolio, value $19,980,825.
13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,598 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $17,469,359.
13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).