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Vestmark Advisory Solutions, Inc.: SLQD position timeline

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

Vestmark Advisory Solutions, Inc. held 418,807 SLQD 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 418,807 shares
    Change vs previous 13F +21,828 shares

    0.2% of the 13F portfolio, value $21,095,293.

    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 396,979 shares
    Change vs previous 13F +18,468 shares

    0.22% of the 13F portfolio, value $20,043,494.

    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 378,511 shares
    Change vs previous 13F +5,396 shares

    0.26% of the 13F portfolio, value $19,190,486.

    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 373,115 shares
    Change vs previous 13F +360,962 shares

    0.36% of the 13F portfolio, value $18,965,447.

    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 12,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $614,820.

    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).