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Vestmark Advisory Solutions, Inc.: WTMF position timeline

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

Vestmark Advisory Solutions, Inc. held 50,399 WTMF 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 50,399 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,058,799.

    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 50,399 shares
    Change vs previous 13F +2,819 shares

    0.02% of the 13F portfolio, value $2,000,125.

    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 47,580 shares
    Change vs previous 13F +2,887 shares

    0.02% of the 13F portfolio, value $1,808,992.

    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 44,693 shares
    Change vs previous 13F -37,725 shares

    0.03% of the 13F portfolio, value $1,693,199.

    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 82,418 shares
    Change vs previous 13F +49,189 shares

    0.04% of the 13F portfolio, value $2,909,842.

    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 33,229 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,134,106.

    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).