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Vestmark Advisory Solutions, Inc.: NUBD position timeline

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

Vestmark Advisory Solutions, Inc. held 143,046 NUBD 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 143,046 shares
    Change vs previous 13F -27,961 shares

    0.03% of the 13F portfolio, value $3,166,325.

    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 171,007 shares
    Change vs previous 13F -209,034 shares

    0.04% of the 13F portfolio, value $3,798,065.

    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 380,041 shares
    Change vs previous 13F -28,855 shares

    0.11% of the 13F portfolio, value $8,495,820.

    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 408,896 shares
    Change vs previous 13F -390,874 shares

    0.18% of the 13F portfolio, value $9,181,764.

    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 799,770 shares
    Change vs previous 13F +453,111 shares

    0.26% of the 13F portfolio, value $17,802,880.

    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 346,659 shares
    Change vs previous 13F -20,661 shares

    0.2% of the 13F portfolio, value $7,690,633.

    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 367,320 shares
    Change vs previous 13F +33,881 shares

    0.28% of the 13F portfolio, value $8,000,230.

    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 333,439 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,569,065.

    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).