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Vestmark Advisory Solutions, Inc.: NULV position timeline

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

Vestmark Advisory Solutions, Inc. held 83,538 NULV 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 83,538 shares
    Change vs previous 13F -14,802 shares

    0.04% of the 13F portfolio, value $4,176,065.

    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 98,340 shares
    Change vs previous 13F -102,888 shares

    0.05% of the 13F portfolio, value $4,474,470.

    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 201,228 shares
    Change vs previous 13F -18,593 shares

    0.12% of the 13F portfolio, value $9,065,321.

    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 219,821 shares
    Change vs previous 13F -231,027 shares

    0.18% of the 13F portfolio, value $9,634,096.

    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 450,848 shares
    Change vs previous 13F +247,808 shares

    0.27% of the 13F portfolio, value $18,897,302.

    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 203,040 shares
    Change vs previous 13F -881 shares

    0.21% of the 13F portfolio, value $8,221,090.

    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 203,921 shares
    Change vs previous 13F +8,254 shares

    0.28% of the 13F portfolio, value $8,028,370.

    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 195,667 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,163,227.

    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).