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Disclosery

ASSETMARK, INC: NVS position timeline

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

ASSETMARK, INC held 442,978 NVS 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 442,978 shares
    Change vs previous 13F +39,204 shares

    0.12% of the 13F portfolio, value $69,423,485.

    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 403,774 shares
    Change vs previous 13F -2,457 shares

    0.13% of the 13F portfolio, value $61,676,411.

    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 406,231 shares
    Change vs previous 13F +48,080 shares

    0.11% of the 13F portfolio, value $56,007,119.

    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 358,151 shares
    Change vs previous 13F +38,243 shares

    0.1% of the 13F portfolio, value $45,929,289.

    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 319,908 shares
    Change vs previous 13F +50,968 shares

    0.09% of the 13F portfolio, value $38,712,071.

    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 268,940 shares
    Change vs previous 13F +3,258 shares

    0.08% of the 13F portfolio, value $29,981,426.

    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 265,682 shares
    Change vs previous 13F +41,686 shares

    0.07% of the 13F portfolio, value $25,853,552.

    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 223,996 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,763,998.

    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).