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Disclosery

ASSETMARK, INC: INVA position timeline

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

ASSETMARK, INC held 227,320 INVA 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 227,320 shares
    Change vs previous 13F +22,248 shares

    0.01% of the 13F portfolio, value $5,162,437.

    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 205,072 shares
    Change vs previous 13F +19,753 shares

    0.01% of the 13F portfolio, value $4,778,178.

    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 185,319 shares
    Change vs previous 13F +7,018 shares

    0.01% of the 13F portfolio, value $3,704,527.

    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 178,301 shares
    Change vs previous 13F +15,903 shares

    0.01% of the 13F portfolio, value $3,253,993.

    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 162,398 shares
    Change vs previous 13F -11,990 shares

    0.01% of the 13F portfolio, value $3,262,576.

    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 174,388 shares
    Change vs previous 13F +7,509 shares

    0.01% of the 13F portfolio, value $3,161,654.

    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 166,879 shares
    Change vs previous 13F +11,989 shares

    0.01% of the 13F portfolio, value $2,895,351.

    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 154,890 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,990,926.

    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).