Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: SUB position timeline

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

Vestmark Advisory Solutions, Inc. held 85,677 SUB 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 85,677 shares
    Change vs previous 13F +4,237 shares

    0.09% of the 13F portfolio, value $9,122,065.

    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 81,440 shares
    Change vs previous 13F +16,733 shares

    0.1% of the 13F portfolio, value $8,673,384.

    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 64,707 shares
    Change vs previous 13F +975 shares

    0.09% of the 13F portfolio, value $6,904,243.

    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 63,732 shares
    Change vs previous 13F +516 shares

    0.13% of the 13F portfolio, value $6,805,303.

    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 63,216 shares
    Change vs previous 13F -3,426 shares

    0.1% of the 13F portfolio, value $6,722,389.

    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 66,642 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,037,395.

    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).