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Vestmark Advisory Solutions, Inc.: XTEN position timeline

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

Vestmark Advisory Solutions, Inc. held 210,975 XTEN 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 210,975 shares
    Change vs previous 13F -182,991 shares

    0.09% of the 13F portfolio, value $9,616,224.

    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 393,966 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,067,287.

    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).