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Vestmark Advisory Solutions, Inc.: TER position timeline

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

Vestmark Advisory Solutions, Inc. held 19,057 TER 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 19,057 shares
    Change vs previous 13F -8,065 shares

    0.09% of the 13F portfolio, value $9,220,663.

    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 27,122 shares
    Change vs previous 13F -14,482 shares

    0.09% of the 13F portfolio, value $8,040,588.

    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 41,604 shares
    Change vs previous 13F -2,871 shares

    0.11% of the 13F portfolio, value $8,052,873.

    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 44,475 shares
    Change vs previous 13F -37,496 shares

    0.12% of the 13F portfolio, value $6,121,539.

    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 81,971 shares
    Change vs previous 13F -20,962 shares

    0.11% of the 13F portfolio, value $7,370,832.

    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 102,933 shares
    Change vs previous 13F +27,163 shares

    0.22% of the 13F portfolio, value $8,502,267.

    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 75,770 shares
    Change vs previous 13F +1,857 shares

    0.32% of the 13F portfolio, value $9,437,118.

    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 73,913 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,899,168.

    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).