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Vestmark Advisory Solutions, Inc.: PUK position timeline

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

Vestmark Advisory Solutions, Inc. held 84,420 PUK 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 84,420 shares
    Change vs previous 13F +12,572 shares

    0.02% of the 13F portfolio, value $2,263,300.

    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 71,848 shares
    Change vs previous 13F -11,247 shares

    0.02% of the 13F portfolio, value $2,042,639.

    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 83,095 shares
    Change vs previous 13F +60,012 shares

    0.03% of the 13F portfolio, value $2,585,917.

    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 23,083 shares
    Change vs previous 13F +2,952 shares

    0.01% of the 13F portfolio, value $646,093.

    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 20,131 shares
    Change vs previous 13F -37,623 shares

    0.01% of the 13F portfolio, value $503,678.

    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 57,754 shares
    Change vs previous 13F +32,369 shares

    0.03% of the 13F portfolio, value $1,241,712.

    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 25,385 shares
    Change vs previous 13F +13,131 shares

    0.01% of the 13F portfolio, value $404,637.

    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 12,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,189.

    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).