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Vestmark Advisory Solutions, Inc.: PJUL position timeline

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

Vestmark Advisory Solutions, Inc. held 90,374 PJUL 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 90,374 shares
    Change vs previous 13F +437 shares

    0.04% of the 13F portfolio, value $4,411,155.

    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 89,937 shares
    Change vs previous 13F +14,544 shares

    0.05% of the 13F portfolio, value $4,134,179.

    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 75,393 shares
    Change vs previous 13F -918 shares

    0.05% of the 13F portfolio, value $3,500,497.

    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 76,311 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,479,782.

    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).