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Disclosery

ASSETMARK, INC: IQV position timeline

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

ASSETMARK, INC held 197,012 IQV 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 197,012 shares
    Change vs previous 13F +13,529 shares

    0.07% of the 13F portfolio, value $38,066,693.

    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 183,483 shares
    Change vs previous 13F +10,858 shares

    0.06% of the 13F portfolio, value $31,291,222.

    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 172,625 shares
    Change vs previous 13F +43,436 shares

    0.08% of the 13F portfolio, value $38,911,442.

    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 129,189 shares
    Change vs previous 13F +11,928 shares

    0.05% of the 13F portfolio, value $24,538,193.

    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 117,261 shares
    Change vs previous 13F +65,808 shares

    0.04% of the 13F portfolio, value $18,479,161.

    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 51,453 shares
    Change vs previous 13F +2,120 shares

    0.02% of the 13F portfolio, value $9,071,164.

    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 49,333 shares
    Change vs previous 13F +49,105 shares

    0.03% of the 13F portfolio, value $9,694,428.

    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 228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,029.

    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).