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Disclosery

ASSETMARK, INC: DVYE position timeline

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

ASSETMARK, INC held 211,881 DVYE 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 211,881 shares
    Change vs previous 13F -32,649 shares

    0.01% of the 13F portfolio, value $6,828,921.

    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 244,530 shares
    Change vs previous 13F -9,224 shares

    0.02% of the 13F portfolio, value $8,406,925.

    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 253,754 shares
    Change vs previous 13F +4,366 shares

    0.02% of the 13F portfolio, value $7,906,969.

    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 249,388 shares
    Change vs previous 13F -194,304 shares

    0.02% of the 13F portfolio, value $7,404,320.

    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 443,692 shares
    Change vs previous 13F -6,908 shares

    0.03% of the 13F portfolio, value $12,711,785.

    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 450,600 shares
    Change vs previous 13F +200,231 shares

    0.03% of the 13F portfolio, value $12,296,885.

    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 250,369 shares
    Change vs previous 13F -1,383 shares

    0.02% of the 13F portfolio, value $6,467,031.

    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 251,752 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,225,274.

    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).