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Vestmark Advisory Solutions, Inc.: NWG position timeline

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

Vestmark Advisory Solutions, Inc. held 324,778 NWG 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 324,778 shares
    Change vs previous 13F +26,687 shares

    0.05% of the 13F portfolio, value $5,725,830.

    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 298,091 shares
    Change vs previous 13F -101,752 shares

    0.05% of the 13F portfolio, value $4,441,563.

    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 399,843 shares
    Change vs previous 13F +222,765 shares

    0.09% of the 13F portfolio, value $6,997,257.

    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 177,078 shares
    Change vs previous 13F +64,579 shares

    0.05% of the 13F portfolio, value $2,505,657.

    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 112,499 shares
    Change vs previous 13F -75,381 shares

    0.02% of the 13F portfolio, value $1,591,861.

    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 187,880 shares
    Change vs previous 13F +95,551 shares

    0.06% of the 13F portfolio, value $2,239,530.

    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 92,329 shares
    Change vs previous 13F +2,518 shares

    0.03% of the 13F portfolio, value $938,986.

    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 89,811 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $840,631.

    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).