Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: PM position timeline

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

Vestmark Advisory Solutions, Inc. held 95,077 PM 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 95,077 shares
    Change vs previous 13F +1,651 shares

    0.16% of the 13F portfolio, value $17,200,449.

    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 93,426 shares
    Change vs previous 13F +8,178 shares

    0.17% of the 13F portfolio, value $15,447,716.

    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 85,248 shares
    Change vs previous 13F +34,390 shares

    0.18% of the 13F portfolio, value $13,673,722.

    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 50,858 shares
    Change vs previous 13F -27,471 shares

    0.16% of the 13F portfolio, value $8,249,327.

    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 78,329 shares
    Change vs previous 13F -6,392 shares

    0.21% of the 13F portfolio, value $14,266,102.

    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 84,721 shares
    Change vs previous 13F +41,302 shares

    0.35% of the 13F portfolio, value $13,447,765.

    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 43,419 shares
    Change vs previous 13F +6,839 shares

    0.18% of the 13F portfolio, value $5,225,476.

    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 36,580 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,440,812.

    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).