Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: SPY position timeline

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

Vestmark Advisory Solutions, Inc. held 70,602 SPY 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 70,602 shares
    Change vs previous 13F -5,232 shares

    0.5% of the 13F portfolio, value $52,723,235.

    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 75,834 shares
    Change vs previous 13F +25,329 shares

    0.55% of the 13F portfolio, value $49,318,441.

    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 50,505 shares
    Change vs previous 13F +41,909 shares

    0.46% of the 13F portfolio, value $34,440,218.

    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 8,596 shares
    Change vs previous 13F -74,539 shares

    0.11% of the 13F portfolio, value $5,726,483.

    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 83,135 shares
    Change vs previous 13F +81,898 shares

    0.74% of the 13F portfolio, value $51,364,678.

    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 1,237 shares
    Change vs previous 13F -1,442 shares

    0.02% of the 13F portfolio, value $691,705.

    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 2,679 shares
    Change vs previous 13F +2,320 shares

    0.05% of the 13F portfolio, value $1,570,108.

    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 359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,980.

    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).