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Disclosery

ASSETMARK, INC: DVY position timeline

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

ASSETMARK, INC held 219,483 DVY 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 219,483 shares
    Change vs previous 13F -1,005 shares

    0.06% of the 13F portfolio, value $34,305,193.

    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 220,488 shares
    Change vs previous 13F -2,618 shares

    0.07% of the 13F portfolio, value $33,384,088.

    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 223,106 shares
    Change vs previous 13F +2,559 shares

    0.06% of the 13F portfolio, value $31,489,181.

    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 220,547 shares
    Change vs previous 13F -2,787 shares

    0.07% of the 13F portfolio, value $31,339,729.

    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 223,334 shares
    Change vs previous 13F -926 shares

    0.07% of the 13F portfolio, value $29,660,930.

    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 224,260 shares
    Change vs previous 13F -6,556 shares

    0.08% of the 13F portfolio, value $30,115,896.

    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 230,816 shares
    Change vs previous 13F -4,643 shares

    0.08% of the 13F portfolio, value $30,303,813.

    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 235,459 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $31,803,502.

    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).