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Vestmark Advisory Solutions, Inc.: XLB position timeline

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

Vestmark Advisory Solutions, Inc. held 45,202 XLB 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 45,202 shares
    Change vs previous 13F +5,915 shares

    0.02% of the 13F portfolio, value $2,297,610.

    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 39,287 shares
    Change vs previous 13F -2,538 shares

    0.02% of the 13F portfolio, value $1,963,201.

    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 41,825 shares
    Change vs previous 13F +35,095 shares

    0.03% of the 13F portfolio, value $1,896,752.

    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 6,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $603,117.

    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).