Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: XYZ position timeline

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

Vestmark Advisory Solutions, Inc. held 60,101 XYZ 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 60,101 shares
    Change vs previous 13F +8,658 shares

    0.04% of the 13F portfolio, value $4,567,676.

    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 51,443 shares
    Change vs previous 13F -367 shares

    0.03% of the 13F portfolio, value $3,095,840.

    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 51,810 shares
    Change vs previous 13F +13,735 shares

    0.05% of the 13F portfolio, value $3,372,313.

    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 38,075 shares
    Change vs previous 13F -37,793 shares

    0.05% of the 13F portfolio, value $2,751,680.

    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 75,868 shares
    Change vs previous 13F +32,309 shares

    0.07% of the 13F portfolio, value $5,153,713.

    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).

  6. period ended2025-03-31
    13F 43,559 shares
    Change vs previous 13F -95,240 shares

    0.06% of the 13F portfolio, value $2,366,560.

    13F-HR 0001172661-25-001732 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).

  7. period ended2024-12-31
    13F 138,799 shares
    Change vs previous 13F +12,894 shares

    0.41% of the 13F portfolio, value $11,769,044.

    13F-HR 0001172661-25-000556 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).

  8. period ended2024-09-30
    13F 125,905 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,452,002.

    13F-HR 0001172661-24-004807 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).