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Disclosery

ASSETMARK, INC: BIV position timeline

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

ASSETMARK, INC held 1,346,530 BIV 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 1,346,530 shares
    Change vs previous 13F +1,330,670 shares

    0.18% of the 13F portfolio, value $103,278,871.

    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 15,860 shares
    Change vs previous 13F +759 shares

    <0.01% of the 13F portfolio, value $1,224,079.

    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 15,101 shares
    Change vs previous 13F +9,161 shares

    <0.01% of the 13F portfolio, value $1,176,068.

    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 5,940 shares
    Change vs previous 13F +1,240 shares

    <0.01% of the 13F portfolio, value $463,855.

    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 4,700 shares
    Change vs previous 13F +1,210 shares

    <0.01% of the 13F portfolio, value $363,498.

    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 3,490 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $267,229.

    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 3,416 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $255,278.

    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 3,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,311.

    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).