Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: XLK position timeline

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

Vestmark Advisory Solutions, Inc. held 206,556 XLK 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 206,556 shares
    Change vs previous 13F +18,408 shares

    0.37% of the 13F portfolio, value $39,353,136.

    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 188,148 shares
    Change vs previous 13F +89,797 shares

    0.28% of the 13F portfolio, value $25,004,993.

    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 98,351 shares
    Change vs previous 13F +95,277 shares

    0.19% of the 13F portfolio, value $14,159,586.

    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 3,074 shares
    Change vs previous 13F -78,400 shares

    0.02% of the 13F portfolio, value $866,541.

    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 81,474 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,631,662.

    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).