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Vestmark Advisory Solutions, Inc.: SHOP position timeline

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

Vestmark Advisory Solutions, Inc. held 142,582 SHOP 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 142,582 shares
    Change vs previous 13F -327 shares

    0.15% of the 13F portfolio, value $16,280,014.

    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 142,909 shares
    Change vs previous 13F +10,051 shares

    0.19% of the 13F portfolio, value $16,951,984.

    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 132,858 shares
    Change vs previous 13F +186 shares

    0.29% of the 13F portfolio, value $21,386,152.

    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 132,672 shares
    Change vs previous 13F -109,793 shares

    0.38% of the 13F portfolio, value $19,716,383.

    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 242,465 shares
    Change vs previous 13F +68,311 shares

    0.4% of the 13F portfolio, value $27,968,338.

    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 174,154 shares
    Change vs previous 13F +5,503 shares

    0.43% of the 13F portfolio, value $16,628,224.

    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 168,651 shares
    Change vs previous 13F +43,333 shares

    0.59% of the 13F portfolio, value $17,004,936.

    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 125,318 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,042,985.

    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).