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Vestmark Advisory Solutions, Inc.: OLLI position timeline

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

Vestmark Advisory Solutions, Inc. held 25,941 OLLI 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 25,941 shares
    Change vs previous 13F -3,534 shares

    0.02% of the 13F portfolio, value $1,994,344.

    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 29,475 shares
    Change vs previous 13F -2,017 shares

    0.03% of the 13F portfolio, value $2,712,879.

    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 31,492 shares
    Change vs previous 13F -1,285 shares

    0.05% of the 13F portfolio, value $3,451,838.

    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 32,777 shares
    Change vs previous 13F +738 shares

    0.08% of the 13F portfolio, value $4,208,567.

    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 32,039 shares
    Change vs previous 13F -31,249 shares

    0.06% of the 13F portfolio, value $4,222,099.

    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 63,288 shares
    Change vs previous 13F +30,755 shares

    0.19% of the 13F portfolio, value $7,364,192.

    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 32,533 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,569,846.

    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).