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ASSETMARK, INC: IGV position timeline

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

ASSETMARK, INC held 175,870 IGV 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 175,870 shares
    Change vs previous 13F +174,132 shares

    0.03% of the 13F portfolio, value $15,933,785.

    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 1,738 shares
    Change vs previous 13F -6,464 shares

    <0.01% of the 13F portfolio, value $139,127.

    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 8,202 shares
    Change vs previous 13F -3,198 shares

    <0.01% of the 13F portfolio, value $866,869.

    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 11,400 shares
    Change vs previous 13F -196,152 shares

    <0.01% of the 13F portfolio, value $1,311,114.

    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 207,552 shares
    Change vs previous 13F +6,100 shares

    0.05% of the 13F portfolio, value $22,726,944.

    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 201,452 shares
    Change vs previous 13F +133,995 shares

    0.05% of the 13F portfolio, value $17,927,213.

    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 67,457 shares
    Change vs previous 13F +66,564 shares

    0.02% of the 13F portfolio, value $6,753,795.

    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 893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,807.

    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).