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Disclosery

ASSETMARK, INC: IVE position timeline

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

ASSETMARK, INC held 45,471 IVE 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 45,471 shares
    Change vs previous 13F +24,258 shares

    0.02% of the 13F portfolio, value $10,324,715.

    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 21,213 shares
    Change vs previous 13F -1,354 shares

    0.01% of the 13F portfolio, value $4,479,127.

    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 22,567 shares
    Change vs previous 13F +5,244 shares

    0.01% of the 13F portfolio, value $4,785,737.

    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 17,323 shares
    Change vs previous 13F -3,815 shares

    0.01% of the 13F portfolio, value $3,577,473.

    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 21,138 shares
    Change vs previous 13F +13,973 shares

    0.01% of the 13F portfolio, value $4,130,845.

    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 7,165 shares
    Change vs previous 13F +2,143 shares

    <0.01% of the 13F portfolio, value $1,365,521.

    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 5,022 shares
    Change vs previous 13F +4,165 shares

    <0.01% of the 13F portfolio, value $958,599.

    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 857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,975.

    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).