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Vestmark Advisory Solutions, Inc.: TLT position timeline

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

Vestmark Advisory Solutions, Inc. held 333,917 TLT 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 333,917 shares
    Change vs previous 13F +19,487 shares

    0.27% of the 13F portfolio, value $28,857,125.

    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 314,430 shares
    Change vs previous 13F +42,492 shares

    0.3% of the 13F portfolio, value $27,257,964.

    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 271,938 shares
    Change vs previous 13F +100,830 shares

    0.32% of the 13F portfolio, value $23,702,157.

    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 171,108 shares
    Change vs previous 13F -238,241 shares

    0.29% of the 13F portfolio, value $15,291,897.

    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 409,349 shares
    Change vs previous 13F +274,482 shares

    0.52% of the 13F portfolio, value $36,125,059.

    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 134,867 shares
    Change vs previous 13F +2,948 shares

    0.32% of the 13F portfolio, value $12,276,943.

    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 131,919 shares
    Change vs previous 13F +23,811 shares

    0.4% of the 13F portfolio, value $11,520,486.

    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 108,108 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,605,395.

    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).