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Vestmark Advisory Solutions, Inc.: SPAB position timeline

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

Vestmark Advisory Solutions, Inc. held 1,626,601 SPAB 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 1,626,601 shares
    Change vs previous 13F -233,996 shares

    0.39% of the 13F portfolio, value $41,510,857.

    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 1,860,597 shares
    Change vs previous 13F +400,050 shares

    0.53% of the 13F portfolio, value $47,668,509.

    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 1,460,547 shares
    Change vs previous 13F +569,983 shares

    0.51% of the 13F portfolio, value $37,609,090.

    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 890,564 shares
    Change vs previous 13F +800,621 shares

    0.44% of the 13F portfolio, value $23,021,092.

    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 89,943 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,302,541.

    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).