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Vestmark Advisory Solutions, Inc.: VYMI position timeline

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

Vestmark Advisory Solutions, Inc. held 68,231 VYMI 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 68,231 shares
    Change vs previous 13F +2,607 shares

    0.06% of the 13F portfolio, value $6,700,284.

    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 65,624 shares
    Change vs previous 13F +17,730 shares

    0.07% of the 13F portfolio, value $6,184,405.

    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 47,894 shares
    Change vs previous 13F +9,667 shares

    0.06% of the 13F portfolio, value $4,310,460.

    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 38,227 shares
    Change vs previous 13F -205,733 shares

    0.06% of the 13F portfolio, value $3,237,062.

    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 243,960 shares
    Change vs previous 13F +134,668 shares

    0.28% of the 13F portfolio, value $19,543,636.

    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 109,292 shares
    Change vs previous 13F +36,197 shares

    0.21% of the 13F portfolio, value $8,053,727.

    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 73,095 shares
    Change vs previous 13F +8,761 shares

    0.17% of the 13F portfolio, value $4,961,689.

    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 64,334 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,723,402.

    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).