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Vestmark Advisory Solutions, Inc.: SPEM position timeline

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

Vestmark Advisory Solutions, Inc. held 217,889 SPEM 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 217,889 shares
    Change vs previous 13F -320 shares

    0.11% of the 13F portfolio, value $11,282,292.

    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 218,209 shares
    Change vs previous 13F -81,952 shares

    0.11% of the 13F portfolio, value $10,236,184.

    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 300,161 shares
    Change vs previous 13F +147,089 shares

    0.19% of the 13F portfolio, value $14,050,545.

    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 153,072 shares
    Change vs previous 13F +123,272 shares

    0.14% of the 13F portfolio, value $7,165,300.

    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 29,800 shares
    Change vs previous 13F +15,450 shares

    0.02% of the 13F portfolio, value $1,273,632.

    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 14,350 shares
    Change vs previous 13F -196,906 shares

    0.01% of the 13F portfolio, value $564,960.

    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 211,256 shares
    Change vs previous 13F +131,419 shares

    0.28% of the 13F portfolio, value $8,105,893.

    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 79,837 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,295,671.

    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).