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Vestmark Advisory Solutions, Inc.: PTC position timeline

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

Vestmark Advisory Solutions, Inc. held 0 PTC shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,334 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,334 shares
    Change vs previous 13F -2,774 shares

    0.01% of the 13F portfolio, value $270,829.

    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).

  3. period ended2025-06-30
    13F 4,108 shares
    Change vs previous 13F +2,464 shares

    0.01% of the 13F portfolio, value $707,973.

    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).

  4. period ended2025-03-31
    13F 1,644 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $254,738.

    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).

  5. period ended2024-12-31
    13F 1,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,269.

    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).