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Vestmark Advisory Solutions, Inc.: PRI position timeline

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

Vestmark Advisory Solutions, Inc. held 15,323 PRI 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 15,323 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $4,354,797.

    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 15,297 shares
    Change vs previous 13F -1,722 shares

    0.04% of the 13F portfolio, value $3,831,593.

    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 17,019 shares
    Change vs previous 13F -932 shares

    0.06% of the 13F portfolio, value $4,397,029.

    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 17,951 shares
    Change vs previous 13F +70 shares

    0.09% of the 13F portfolio, value $4,983,018.

    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 17,881 shares
    Change vs previous 13F -20,797 shares

    0.07% of the 13F portfolio, value $4,893,493.

    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 38,678 shares
    Change vs previous 13F +18,663 shares

    0.28% of the 13F portfolio, value $11,005,052.

    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 20,015 shares
    Change vs previous 13F -47 shares

    0.19% of the 13F portfolio, value $5,432,471.

    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 20,062 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,319,439.

    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).