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Disclosery

ASSETMARK, INC: TRV position timeline

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

ASSETMARK, INC held 27,278 TRV 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 27,278 shares
    Change vs previous 13F +4,999 shares

    0.02% of the 13F portfolio, value $9,004,970.

    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 22,279 shares
    Change vs previous 13F -1,730 shares

    0.01% of the 13F portfolio, value $6,498,461.

    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 24,009 shares
    Change vs previous 13F +4,296 shares

    0.01% of the 13F portfolio, value $6,964,087.

    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 19,713 shares
    Change vs previous 13F +6,076 shares

    0.01% of the 13F portfolio, value $5,504,400.

    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 13,637 shares
    Change vs previous 13F +10,912 shares

    0.01% of the 13F portfolio, value $3,648,539.

    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 2,725 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $720,738.

    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 2,972 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $715,882.

    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 2,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $636,999.

    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).