Skip to content
Disclosery

ASSETMARK, INC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on ACWV, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 694 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 694 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $83,440.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, 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 886 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $105,886.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, 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 753 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $89,419.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, 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 790 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $94,737.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, 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 1,082 shares
    Change vs previous 13F -25,603 shares

    <0.01% of the 13F portfolio, value $128,293.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, 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 26,685 shares
    Change vs previous 13F +26,625 shares

    0.01% of the 13F portfolio, value $3,105,333.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, 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 60 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,552.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, 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 60 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,872.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).