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Disclosery

ASSETMARK, INC: IDV position timeline

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

ASSETMARK, INC held 492,388 IDV 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 492,388 shares
    Change vs previous 13F -119,873 shares

    0.04% of the 13F portfolio, value $20,399,645.

    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 612,261 shares
    Change vs previous 13F -15,656 shares

    0.05% of the 13F portfolio, value $26,057,848.

    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 627,917 shares
    Change vs previous 13F -62,365 shares

    0.05% of the 13F portfolio, value $24,771,325.

    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 690,282 shares
    Change vs previous 13F -21,869 shares

    0.05% of the 13F portfolio, value $25,229,808.

    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 712,151 shares
    Change vs previous 13F -273,980 shares

    0.06% of the 13F portfolio, value $24,576,341.

    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 986,131 shares
    Change vs previous 13F -12,316 shares

    0.08% of the 13F portfolio, value $30,589,777.

    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 998,447 shares
    Change vs previous 13F +14,665 shares

    0.07% of the 13F portfolio, value $27,337,468.

    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 983,782 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,739,724.

    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).