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Disclosery

ASSETMARK, INC: CVE position timeline

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

ASSETMARK, INC held 217,669 CVE 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 217,669 shares
    Change vs previous 13F +30,171 shares

    0.01% of the 13F portfolio, value $5,400,368.

    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 187,498 shares
    Change vs previous 13F +8,904 shares

    0.01% of the 13F portfolio, value $4,974,314.

    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 178,594 shares
    Change vs previous 13F +14,945 shares

    0.01% of the 13F portfolio, value $3,021,816.

    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 163,649 shares
    Change vs previous 13F +9,991 shares

    0.01% of the 13F portfolio, value $2,780,397.

    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 153,658 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $2,089,749.

    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 153,408 shares
    Change vs previous 13F +11,484 shares

    0.01% of the 13F portfolio, value $2,133,899.

    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 141,924 shares
    Change vs previous 13F +6,562 shares

    0.01% of the 13F portfolio, value $2,150,152.

    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 135,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,264,605.

    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).