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Disclosery

ASSETMARK, INC: AVB position timeline

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

ASSETMARK, INC held 11,510 AVB 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 11,510 shares
    Change vs previous 13F -947 shares

    <0.01% of the 13F portfolio, value $2,171,856.

    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 12,457 shares
    Change vs previous 13F -21,023 shares

    <0.01% of the 13F portfolio, value $2,034,881.

    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 33,480 shares
    Change vs previous 13F +2,648 shares

    0.01% of the 13F portfolio, value $6,070,278.

    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 30,832 shares
    Change vs previous 13F +10,211 shares

    0.01% of the 13F portfolio, value $5,955,830.

    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 20,621 shares
    Change vs previous 13F +2,900 shares

    0.01% of the 13F portfolio, value $4,196,374.

    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 17,721 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $3,803,261.

    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 17,244 shares
    Change vs previous 13F +936 shares

    0.01% of the 13F portfolio, value $3,793,129.

    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 16,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,673,328.

    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).