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Disclosery

ASSETMARK, INC: GVI position timeline

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

ASSETMARK, INC held 4,799 GVI 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 4,799 shares
    Change vs previous 13F -273,516 shares

    <0.01% of the 13F portfolio, value $509,150.

    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 278,315 shares
    Change vs previous 13F -1,724 shares

    0.06% of the 13F portfolio, value $29,690,644.

    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 280,039 shares
    Change vs previous 13F -6,991 shares

    0.06% of the 13F portfolio, value $30,062,187.

    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 287,030 shares
    Change vs previous 13F -14,786 shares

    0.07% of the 13F portfolio, value $30,837,642.

    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 301,816 shares
    Change vs previous 13F -9,666 shares

    0.08% of the 13F portfolio, value $32,230,931.

    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 311,482 shares
    Change vs previous 13F -34,312 shares

    0.09% of the 13F portfolio, value $33,023,322.

    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 345,794 shares
    Change vs previous 13F -24,372 shares

    0.1% of the 13F portfolio, value $36,042,109.

    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 370,166 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $39,644,779.

    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).