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Vestmark Advisory Solutions, Inc.: ZWS position timeline

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

Vestmark Advisory Solutions, Inc. held 111,844 ZWS 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 111,844 shares
    Change vs previous 13F -17,195 shares

    0.05% of the 13F portfolio, value $5,651,465.

    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 129,039 shares
    Change vs previous 13F +1,464 shares

    0.06% of the 13F portfolio, value $5,786,151.

    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 127,575 shares
    Change vs previous 13F -5,019 shares

    0.08% of the 13F portfolio, value $5,930,969.

    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 132,594 shares
    Change vs previous 13F -808 shares

    0.12% of the 13F portfolio, value $6,235,886.

    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 133,402 shares
    Change vs previous 13F -133,700 shares

    0.07% of the 13F portfolio, value $4,878,511.

    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 267,102 shares
    Change vs previous 13F +134,181 shares

    0.23% of the 13F portfolio, value $8,809,024.

    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 132,921 shares
    Change vs previous 13F +5,054 shares

    0.17% of the 13F portfolio, value $4,957,953.

    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 127,867 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,595,540.

    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).