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Disclosery

ASSETMARK, INC: NVO position timeline

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

ASSETMARK, INC held 178,606 NVO 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 178,606 shares
    Change vs previous 13F -47,182 shares

    0.01% of the 13F portfolio, value $8,562,366.

    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 225,788 shares
    Change vs previous 13F -11,608 shares

    0.02% of the 13F portfolio, value $8,297,697.

    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 237,396 shares
    Change vs previous 13F -4,528 shares

    0.02% of the 13F portfolio, value $12,078,700.

    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 241,924 shares
    Change vs previous 13F +24,425 shares

    0.03% of the 13F portfolio, value $13,424,370.

    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 217,499 shares
    Change vs previous 13F -210,124 shares

    0.04% of the 13F portfolio, value $15,011,787.

    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 427,623 shares
    Change vs previous 13F -21,507 shares

    0.08% of the 13F portfolio, value $29,694,132.

    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 449,130 shares
    Change vs previous 13F +7,248 shares

    0.1% of the 13F portfolio, value $38,634,193.

    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 441,882 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,614,877.

    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).