Vestmark Advisory Solutions, Inc.

SEC CIK: 0001736982
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Vestmark Advisory Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 16,998
Value: $4.79M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of LPLA by Vestmark Advisory Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,998	$4.79M	<0.1%	−1,138−6.3%	Reduced	Holders
Q1 2026	18,136	$5.46M	0.1%	−7,779−30.0%	Reduced	Holders
Q4 2025	25,915	$9.26M	0.1%	+3,569+16.0%	Added	Holders
Q3 2025	22,346	$7.43M	0.1%	−7,955−26.3%	Reduced	Holders
Q2 2025	30,301	$11.4M	0.2%	−12,497−29.2%	Reduced	Holders
Q1 2025	42,798	$14.0M	0.4%	+21,873+104.5%	Added	Holders
Q4 2024	20,925	$6.83M	0.2%	+577+2.8%	Added	Holders
Q3 2024	20,348	$4.73M	0.2%	+1,248+6.5%	Added	Holders
Q2 2024	19,100	$5.33M	0.2%	+574+3.1%	Added	Holders
Q1 2024	18,526	$4.89M	0.2%	+1,314+7.6%	Added	Holders
Q4 2023	17,212	$3.92M	0.2%	+514+3.1%	Added	Holders
Q3 2023	16,698	$3.97M	0.3%	−21,680−56.5%	Reduced	Holders
Q2 2023	38,378	$8.34M	0.3%	+221+0.6%	Added	Holders
Q1 2023	38,157	$7.72M	0.3%	+294+0.8%	Added	Holders
Q4 2022	37,863	$8.19M	0.4%	−9,633−20.3%	Reduced	Holders
Q3 2022	47,496	$10.4M	0.6%	+1,956+4.3%	Added	Holders
Q2 2022	45,540	$8.40M	0.5%	+5,157+12.8%	Added	Holders
Q1 2022	40,383	$7.38M	0.4%	+7,814+24.0%	Added	Holders
Q4 2021	32,569	$5.21M	0.3%	+2,511+8.4%	Added	Holders
Q3 2021	30,058	$4.71M	0.3%	+2,987+11.0%	Added	Holders
Q2 2021	27,071	$3.65M	0.3%	+2,453+10.0%	Added	Holders
Q1 2021	24,618	$3.50M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.