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Vestmark Advisory Solutions, Inc.: XLY position timeline

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

Vestmark Advisory Solutions, Inc. held 32,255 XLY 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 32,255 shares
    Change vs previous 13F -20,134 shares

    0.04% of the 13F portfolio, value $3,782,922.

    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 52,389 shares
    Change vs previous 13F +14,195 shares

    0.06% of the 13F portfolio, value $5,709,444.

    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 38,194 shares
    Change vs previous 13F +32,757 shares

    0.06% of the 13F portfolio, value $4,560,753.

    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 5,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,302,844.

    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).