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Vestmark Advisory Solutions, Inc.: SUI position timeline

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

Vestmark Advisory Solutions, Inc. held 34,513 SUI 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 34,513 shares
    Change vs previous 13F +5,910 shares

    0.04% of the 13F portfolio, value $4,138,441.

    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 28,603 shares
    Change vs previous 13F +9,665 shares

    0.04% of the 13F portfolio, value $3,602,914.

    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 18,938 shares
    Change vs previous 13F +10,602 shares

    0.03% of the 13F portfolio, value $2,346,656.

    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 8,336 shares
    Change vs previous 13F -7,975 shares

    0.02% of the 13F portfolio, value $1,075,344.

    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 16,311 shares
    Change vs previous 13F +11,009 shares

    0.03% of the 13F portfolio, value $2,063,178.

    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 5,302 shares
    Change vs previous 13F +1,684 shares

    0.02% of the 13F portfolio, value $682,049.

    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 3,618 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $444,905.

    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 3,718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $502,488.

    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).