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Vestmark Advisory Solutions, Inc.: UFPI position timeline

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

Vestmark Advisory Solutions, Inc. held 21,004 UFPI 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 21,004 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,905,903.

    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 21,001 shares
    Change vs previous 13F +2,670 shares

    0.02% of the 13F portfolio, value $1,934,612.

    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 18,331 shares
    Change vs previous 13F -6,451 shares

    0.02% of the 13F portfolio, value $1,669,038.

    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 24,782 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $2,316,869.

    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 24,686 shares
    Change vs previous 13F -28,672 shares

    0.04% of the 13F portfolio, value $2,452,801.

    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 53,358 shares
    Change vs previous 13F +29,474 shares

    0.15% of the 13F portfolio, value $5,711,440.

    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 23,884 shares
    Change vs previous 13F -61 shares

    0.09% of the 13F portfolio, value $2,690,533.

    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 23,945 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,141,823.

    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).