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Disclosery

ASSETMARK, INC: LVHI position timeline

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

ASSETMARK, INC held 1,238,008 LVHI 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 1,238,008 shares
    Change vs previous 13F -18,715 shares

    0.09% of the 13F portfolio, value $50,244,558.

    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 1,256,723 shares
    Change vs previous 13F -949,194 shares

    0.1% of the 13F portfolio, value $50,947,567.

    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 2,205,917 shares
    Change vs previous 13F -224,474 shares

    0.17% of the 13F portfolio, value $81,221,863.

    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 2,430,391 shares
    Change vs previous 13F -170,077 shares

    0.18% of the 13F portfolio, value $84,456,073.

    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 2,600,468 shares
    Change vs previous 13F +92,976 shares

    0.2% of the 13F portfolio, value $84,645,227.

    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 2,507,492 shares
    Change vs previous 13F +2,507,016 shares

    0.22% of the 13F portfolio, value $81,167,516.

    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 476 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,528.

    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 476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,794.

    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).