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Disclosery

ASSETMARK, INC: LGOV position timeline

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

ASSETMARK, INC held 104,410 LGOV 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 104,410 shares
    Change vs previous 13F +5,777 shares

    <0.01% of the 13F portfolio, value $2,234,374.

    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 98,633 shares
    Change vs previous 13F +10,021 shares

    <0.01% of the 13F portfolio, value $2,127,514.

    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 88,612 shares
    Change vs previous 13F -8,304 shares

    <0.01% of the 13F portfolio, value $1,934,400.

    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 96,916 shares
    Change vs previous 13F +3,907 shares

    <0.01% of the 13F portfolio, value $2,107,923.

    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 93,009 shares
    Change vs previous 13F -48,330 shares

    <0.01% of the 13F portfolio, value $1,992,253.

    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 141,339 shares
    Change vs previous 13F -5,777 shares

    0.01% of the 13F portfolio, value $3,038,789.

    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 147,116 shares
    Change vs previous 13F +22,756 shares

    0.01% of the 13F portfolio, value $3,065,897.

    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 124,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,785,664.

    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).