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Vestmark Advisory Solutions, Inc.: SPMD position timeline

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

Vestmark Advisory Solutions, Inc. held 50,206 SPMD 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 50,206 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $3,391,917.

    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 50,206 shares
    Change vs previous 13F +3,029 shares

    0.03% of the 13F portfolio, value $2,973,199.

    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 47,177 shares
    Change vs previous 13F +2,935 shares

    0.04% of the 13F portfolio, value $2,732,020.

    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 44,242 shares
    Change vs previous 13F -12,102 shares

    0.05% of the 13F portfolio, value $2,530,200.

    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 56,344 shares
    Change vs previous 13F +33,969 shares

    0.04% of the 13F portfolio, value $3,063,986.

    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 22,375 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,145,153.

    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).