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Disclosery

ASSETMARK, INC: NVST position timeline

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

ASSETMARK, INC held 51,120 NVST 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 51,120 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $1,347,018.

    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 51,495 shares
    Change vs previous 13F +5,222 shares

    <0.01% of the 13F portfolio, value $1,306,434.

    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 46,273 shares
    Change vs previous 13F +659 shares

    <0.01% of the 13F portfolio, value $1,004,592.

    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 45,614 shares
    Change vs previous 13F +2,748 shares

    <0.01% of the 13F portfolio, value $929,162.

    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 42,866 shares
    Change vs previous 13F -522 shares

    <0.01% of the 13F portfolio, value $837,602.

    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 43,388 shares
    Change vs previous 13F +3,764 shares

    <0.01% of the 13F portfolio, value $748,877.

    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 39,624 shares
    Change vs previous 13F +983 shares

    <0.01% of the 13F portfolio, value $764,347.

    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 38,641 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $763,546.

    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).