Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: VEA position timeline

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

Vestmark Advisory Solutions, Inc. held 1,186,398 VEA 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 1,186,398 shares
    Change vs previous 13F +85,170 shares

    0.79% of the 13F portfolio, value $84,530,845.

    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 1,101,228 shares
    Change vs previous 13F +568,339 shares

    0.78% of the 13F portfolio, value $70,566,798.

    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 532,889 shares
    Change vs previous 13F +273,578 shares

    0.45% of the 13F portfolio, value $33,289,610.

    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 259,311 shares
    Change vs previous 13F -44,083 shares

    0.3% of the 13F portfolio, value $15,537,932.

    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 303,394 shares
    Change vs previous 13F +94,727 shares

    0.25% of the 13F portfolio, value $17,296,466.

    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 208,667 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,606,531.

    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).