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Vestmark Advisory Solutions, Inc.: RBC position timeline

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

Vestmark Advisory Solutions, Inc. held 8,986 RBC 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 8,986 shares
    Change vs previous 13F -1,072 shares

    0.05% of the 13F portfolio, value $5,787,523.

    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 10,058 shares
    Change vs previous 13F -1,548 shares

    0.06% of the 13F portfolio, value $5,463,244.

    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 11,606 shares
    Change vs previous 13F +3,275 shares

    0.07% of the 13F portfolio, value $5,204,478.

    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 8,331 shares
    Change vs previous 13F +958 shares

    0.06% of the 13F portfolio, value $3,251,506.

    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 7,373 shares
    Change vs previous 13F -11,097 shares

    0.04% of the 13F portfolio, value $2,837,130.

    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 18,470 shares
    Change vs previous 13F +8,821 shares

    0.15% of the 13F portfolio, value $5,943,092.

    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 9,649 shares
    Change vs previous 13F -26 shares

    0.1% of the 13F portfolio, value $2,886,402.

    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 9,675 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,896,502.

    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).