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Vestmark Advisory Solutions, Inc.: SMMD position timeline

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

Vestmark Advisory Solutions, Inc. held 160,337 SMMD 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 160,337 shares
    Change vs previous 13F -2,752 shares

    0.14% of the 13F portfolio, value $14,691,637.

    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 163,089 shares
    Change vs previous 13F -160,350 shares

    0.14% of the 13F portfolio, value $12,451,850.

    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 323,439 shares
    Change vs previous 13F -4,702 shares

    0.33% of the 13F portfolio, value $24,238,540.

    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 328,141 shares
    Change vs previous 13F -10,502 shares

    0.46% of the 13F portfolio, value $24,193,821.

    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 338,643 shares
    Change vs previous 13F -16,176 shares

    0.33% of the 13F portfolio, value $22,953,213.

    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 354,819 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $22,190,367.

    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).