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Disclosery

ASSETMARK, INC: RDVY position timeline

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

ASSETMARK, INC held 184,763 RDVY 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 184,763 shares
    Change vs previous 13F +323 shares

    0.03% of the 13F portfolio, value $14,976,889.

    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 184,440 shares
    Change vs previous 13F -18,748 shares

    0.03% of the 13F portfolio, value $12,593,563.

    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 203,188 shares
    Change vs previous 13F +5,113 shares

    0.03% of the 13F portfolio, value $14,115,470.

    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 198,075 shares
    Change vs previous 13F +55,960 shares

    0.03% of the 13F portfolio, value $13,322,525.

    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 142,115 shares
    Change vs previous 13F +77,283 shares

    0.02% of the 13F portfolio, value $8,916,295.

    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 64,832 shares
    Change vs previous 13F +57,404 shares

    0.01% of the 13F portfolio, value $3,795,265.

    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 7,428 shares
    Change vs previous 13F +2,661 shares

    <0.01% of the 13F portfolio, value $439,292.

    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 4,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,254.

    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).