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Vestmark Advisory Solutions, Inc.: TFSL position timeline

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

Vestmark Advisory Solutions, Inc. held 170,946 TFSL 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 170,946 shares
    Change vs previous 13F +36,592 shares

    0.03% of the 13F portfolio, value $3,029,163.

    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 134,354 shares
    Change vs previous 13F +74,123 shares

    0.02% of the 13F portfolio, value $1,887,674.

    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 60,231 shares
    Change vs previous 13F +4,559 shares

    0.01% of the 13F portfolio, value $805,891.

    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 55,672 shares
    Change vs previous 13F -32,064 shares

    0.01% of the 13F portfolio, value $733,480.

    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 87,736 shares
    Change vs previous 13F +48,673 shares

    0.02% of the 13F portfolio, value $1,136,182.

    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 39,063 shares
    Change vs previous 13F +7,301 shares

    0.01% of the 13F portfolio, value $483,991.

    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 31,762 shares
    Change vs previous 13F +12,226 shares

    0.01% of the 13F portfolio, value $398,931.

    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 19,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,233.

    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).