Vestmark Advisory Solutions, Inc.: SW position timeline

Vestmark Advisory Solutions, Inc. held 74,029 SW 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 74,029 shares

   Change vs previous 13F +16,841 shares

   0.03% of the 13F portfolio, value $3,424,587.

   13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 57,188 shares

   Change vs previous 13F -9,277 shares

   0.03% of the 13F portfolio, value $2,278,942.

   13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 66,465 shares

   Change vs previous 13F +59,450 shares

   0.03% of the 13F portfolio, value $2,570,182.

   13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,015 shares

   Change vs previous 13F -4,733 shares

   0.01% of the 13F portfolio, value $298,629.

   13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,748 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $506,932.

   13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).