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Disclosery

ASSETMARK, INC: PRVA position timeline

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

ASSETMARK, INC held 7,476 PRVA 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 7,476 shares
    Change vs previous 13F +725 shares

    <0.01% of the 13F portfolio, value $192,357.

    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 6,751 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $138,868.

    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 6,774 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $160,612.

    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 7,098 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $176,740.

    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 7,430 shares
    Change vs previous 13F -309 shares

    <0.01% of the 13F portfolio, value $170,890.

    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 7,739 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $173,741.

    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 8,572 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $167,583.

    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 9,412 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,393.

    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).