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Vestmark Advisory Solutions, Inc.: XLU position timeline

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

Vestmark Advisory Solutions, Inc. held 139,382 XLU 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 139,382 shares
    Change vs previous 13F -10,250 shares

    0.06% of the 13F portfolio, value $6,319,560.

    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 149,632 shares
    Change vs previous 13F +9,275 shares

    0.08% of the 13F portfolio, value $6,866,616.

    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 140,357 shares
    Change vs previous 13F +83,496 shares

    0.08% of the 13F portfolio, value $5,991,825.

    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 56,861 shares
    Change vs previous 13F -41,379 shares

    0.09% of the 13F portfolio, value $4,958,832.

    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 98,240 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,022,278.

    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).