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Vestmark Advisory Solutions, Inc.: QQEW position timeline

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

Vestmark Advisory Solutions, Inc. held 34,171 QQEW 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 34,171 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $5,453,691.

    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 34,103 shares
    Change vs previous 13F -310 shares

    0.05% of the 13F portfolio, value $4,330,185.

    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 34,413 shares
    Change vs previous 13F +5,011 shares

    0.07% of the 13F portfolio, value $4,891,107.

    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 29,402 shares
    Change vs previous 13F -31,556 shares

    0.08% of the 13F portfolio, value $4,148,916.

    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 60,958 shares
    Change vs previous 13F +26,687 shares

    0.12% of the 13F portfolio, value $8,320,158.

    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 34,271 shares
    Change vs previous 13F -3,219 shares

    0.11% of the 13F portfolio, value $4,144,392.

    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 37,490 shares
    Change vs previous 13F +379 shares

    0.16% of the 13F portfolio, value $4,684,750.

    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 37,111 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,655,575.

    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).