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Vestmark Advisory Solutions, Inc.: VBR position timeline

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

Vestmark Advisory Solutions, Inc. held 40,611 VBR 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 40,611 shares
    Change vs previous 13F -29,626 shares

    0.09% of the 13F portfolio, value $9,868,143.

    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 70,237 shares
    Change vs previous 13F +4,602 shares

    0.17% of the 13F portfolio, value $15,259,362.

    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 65,635 shares
    Change vs previous 13F +15,006 shares

    0.19% of the 13F portfolio, value $13,900,878.

    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 50,629 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,566,705.

    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).