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Vestmark Advisory Solutions, Inc.: POOL position timeline

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

Vestmark Advisory Solutions, Inc. held 20,140 POOL 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 20,140 shares
    Change vs previous 13F -2,990 shares

    0.04% of the 13F portfolio, value $4,328,104.

    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 23,130 shares
    Change vs previous 13F +10,150 shares

    0.05% of the 13F portfolio, value $4,680,052.

    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 12,980 shares
    Change vs previous 13F -4,334 shares

    0.04% of the 13F portfolio, value $2,969,171.

    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 17,314 shares
    Change vs previous 13F +1,808 shares

    0.1% of the 13F portfolio, value $5,368,438.

    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 15,506 shares
    Change vs previous 13F -15,502 shares

    0.07% of the 13F portfolio, value $4,519,689.

    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 31,008 shares
    Change vs previous 13F +17,466 shares

    0.25% of the 13F portfolio, value $9,871,396.

    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 13,542 shares
    Change vs previous 13F -1,522 shares

    0.16% of the 13F portfolio, value $4,617,009.

    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 15,064 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,676,115.

    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).