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Disclosery

ASSETMARK, INC: MGV position timeline

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

ASSETMARK, INC held 15,842,689 MGV 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 15,842,689 shares
    Change vs previous 13F +245,994 shares

    4.45% of the 13F portfolio, value $2,589,487,438.

    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 15,596,695 shares
    Change vs previous 13F +166,009 shares

    4.61% of the 13F portfolio, value $2,260,740,944.

    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 15,430,686 shares
    Change vs previous 13F +312,445 shares

    4.44% of the 13F portfolio, value $2,178,195,651.

    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 15,118,241 shares
    Change vs previous 13F -63,939 shares

    4.46% of the 13F portfolio, value $2,082,386,518.

    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 15,182,180 shares
    Change vs previous 13F +377,584 shares

    4.7% of the 13F portfolio, value $1,991,902,018.

    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 14,804,596 shares
    Change vs previous 13F +467,392 shares

    5.24% of the 13F portfolio, value $1,907,424,204.

    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 14,337,204 shares
    Change vs previous 13F +367,771 shares

    4.86% of the 13F portfolio, value $1,790,860,165.

    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 13,969,433 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $1,791,998,924.

    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).