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Disclosery

ASSETMARK, INC: IVVW position timeline

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

ASSETMARK, INC held 124,340 IVVW 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 124,340 shares
    Change vs previous 13F +31,999 shares

    0.01% of the 13F portfolio, value $5,545,564.

    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 92,341 shares
    Change vs previous 13F +2,761 shares

    0.01% of the 13F portfolio, value $4,031,608.

    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 89,580 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $4,078,577.

    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 89,410 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $4,163,663.

    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 89,868 shares
    Change vs previous 13F +625 shares

    0.01% of the 13F portfolio, value $4,130,877.

    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 89,243 shares
    Change vs previous 13F -892 shares

    0.01% of the 13F portfolio, value $4,148,917.

    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 90,135 shares
    Change vs previous 13F +285 shares

    0.01% of the 13F portfolio, value $4,413,012.

    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 89,850 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,513,951.

    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).