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Disclosery

ASSETMARK, INC: INVH position timeline

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

ASSETMARK, INC held 8,690 INVH 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 8,690 shares
    Change vs previous 13F +658 shares

    <0.01% of the 13F portfolio, value $262,523.

    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 8,032 shares
    Change vs previous 13F +2,160 shares

    <0.01% of the 13F portfolio, value $199,595.

    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 5,872 shares
    Change vs previous 13F +1,812 shares

    <0.01% of the 13F portfolio, value $163,183.

    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 4,060 shares
    Change vs previous 13F +446 shares

    <0.01% of the 13F portfolio, value $119,089.

    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 3,614 shares
    Change vs previous 13F +1,090 shares

    <0.01% of the 13F portfolio, value $118,544.

    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 2,524 shares
    Change vs previous 13F -1,126 shares

    <0.01% of the 13F portfolio, value $87,961.

    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 3,650 shares
    Change vs previous 13F +2,344 shares

    <0.01% of the 13F portfolio, value $116,691.

    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 1,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,061.

    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).