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Vestmark Advisory Solutions, Inc.: SDVY position timeline

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

Vestmark Advisory Solutions, Inc. held 252,468 SDVY 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 252,468 shares
    Change vs previous 13F -777,483 shares

    0.1% of the 13F portfolio, value $10,891,463.

    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 1,029,951 shares
    Change vs previous 13F +1,022,665 shares

    0.45% of the 13F portfolio, value $40,610,972.

    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 7,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,193.

    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).