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Vestmark Advisory Solutions, Inc.: VMBS position timeline

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

Vestmark Advisory Solutions, Inc. held 111,090 VMBS 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 111,090 shares
    Change vs previous 13F -116,379 shares

    0.05% of the 13F portfolio, value $5,200,150.

    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 227,469 shares
    Change vs previous 13F +40,644 shares

    0.12% of the 13F portfolio, value $10,679,720.

    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 186,825 shares
    Change vs previous 13F +147,963 shares

    0.12% of the 13F portfolio, value $8,795,726.

    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 38,862 shares
    Change vs previous 13F +9,004 shares

    0.03% of the 13F portfolio, value $1,824,948.

    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 29,858 shares
    Change vs previous 13F +4,383 shares

    0.02% of the 13F portfolio, value $1,383,630.

    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 25,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,179,769.

    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).