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Vestmark Advisory Solutions, Inc.: SSD position timeline

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

Vestmark Advisory Solutions, Inc. held 23,952 SSD 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 23,952 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $5,014,351.

    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 23,914 shares
    Change vs previous 13F -5,036 shares

    0.05% of the 13F portfolio, value $4,104,121.

    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 28,950 shares
    Change vs previous 13F -270 shares

    0.06% of the 13F portfolio, value $4,674,564.

    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 29,220 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $4,893,181.

    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 29,109 shares
    Change vs previous 13F -33,775 shares

    0.07% of the 13F portfolio, value $4,520,919.

    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 62,884 shares
    Change vs previous 13F +30,148 shares

    0.25% of the 13F portfolio, value $9,877,818.

    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 32,736 shares
    Change vs previous 13F -43 shares

    0.19% of the 13F portfolio, value $5,428,611.

    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 32,779 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,269,639.

    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).