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Vestmark Advisory Solutions, Inc.: QUAL position timeline

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

Vestmark Advisory Solutions, Inc. held 204,628 QUAL 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 204,628 shares
    Change vs previous 13F +43,081 shares

    0.42% of the 13F portfolio, value $44,901,714.

    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 161,547 shares
    Change vs previous 13F +113,494 shares

    0.34% of the 13F portfolio, value $30,986,468.

    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 48,053 shares
    Change vs previous 13F +15,276 shares

    0.13% of the 13F portfolio, value $9,544,304.

    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 32,777 shares
    Change vs previous 13F -155,855 shares

    0.12% of the 13F portfolio, value $6,375,127.

    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 188,632 shares
    Change vs previous 13F +125,334 shares

    0.5% of the 13F portfolio, value $34,485,639.

    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 63,298 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,816,937.

    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).