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Disclosery

ASSETMARK, INC: SCHV position timeline

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

ASSETMARK, INC held 65,891 SCHV 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 65,891 shares
    Change vs previous 13F +2,703 shares

    <0.01% of the 13F portfolio, value $2,293,667.

    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 63,188 shares
    Change vs previous 13F -19,330 shares

    <0.01% of the 13F portfolio, value $1,927,234.

    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 82,518 shares
    Change vs previous 13F +31,695 shares

    <0.01% of the 13F portfolio, value $2,443,358.

    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 50,823 shares
    Change vs previous 13F -4,400 shares

    <0.01% of the 13F portfolio, value $1,479,458.

    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 55,223 shares
    Change vs previous 13F -20,448 shares

    <0.01% of the 13F portfolio, value $1,528,020.

    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 75,671 shares
    Change vs previous 13F +63,190 shares

    0.01% of the 13F portfolio, value $2,011,330.

    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 12,481 shares
    Change vs previous 13F +9,762 shares

    <0.01% of the 13F portfolio, value $325,380.

    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 2,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,526.

    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).