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Vestmark Advisory Solutions, Inc.: WTS position timeline

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

Vestmark Advisory Solutions, Inc. held 12,982 WTS 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 12,982 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $5,081,804.

    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 12,976 shares
    Change vs previous 13F -1,698 shares

    0.04% of the 13F portfolio, value $3,766,803.

    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 14,674 shares
    Change vs previous 13F -869 shares

    0.05% of the 13F portfolio, value $4,050,317.

    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 15,543 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $4,340,849.

    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 15,481 shares
    Change vs previous 13F -17,977 shares

    0.05% of the 13F portfolio, value $3,806,623.

    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 33,458 shares
    Change vs previous 13F +15,402 shares

    0.18% of the 13F portfolio, value $6,822,756.

    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 18,056 shares
    Change vs previous 13F +2,212 shares

    0.13% of the 13F portfolio, value $3,670,785.

    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 15,844 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,282,718.

    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).