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Vestmark Advisory Solutions, Inc.: SPYM position timeline

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

Vestmark Advisory Solutions, Inc. held 306,303 SPYM 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 306,303 shares
    Change vs previous 13F +50,922 shares

    0.25% of the 13F portfolio, value $26,917,914.

    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 255,381 shares
    Change vs previous 13F -75,087 shares

    0.22% of the 13F portfolio, value $19,546,911.

    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 330,468 shares
    Change vs previous 13F +99,221 shares

    0.36% of the 13F portfolio, value $26,510,094.

    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 231,247 shares
    Change vs previous 13F -143,507 shares

    0.35% of the 13F portfolio, value $18,115,890.

    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 374,754 shares
    Change vs previous 13F -8,722 shares

    0.39% of the 13F portfolio, value $27,240,869.

    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 383,476 shares
    Change vs previous 13F +74,419 shares

    0.65% of the 13F portfolio, value $25,217,362.

    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 309,057 shares
    Change vs previous 13F -459,925 shares

    0.73% of the 13F portfolio, value $21,306,390.

    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 768,982 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $51,913,975.

    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).