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Disclosery

ASSETMARK, INC: USMV position timeline

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

ASSETMARK, INC held 1,346,488 USMV 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 1,346,488 shares
    Change vs previous 13F +3,283 shares

    0.22% of the 13F portfolio, value $129,882,257.

    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 1,343,205 shares
    Change vs previous 13F -211,159 shares

    0.25% of the 13F portfolio, value $124,568,819.

    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 1,554,364 shares
    Change vs previous 13F -69,500 shares

    0.3% of the 13F portfolio, value $146,358,900.

    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 1,623,864 shares
    Change vs previous 13F -122,398 shares

    0.33% of the 13F portfolio, value $154,494,429.

    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 1,746,262 shares
    Change vs previous 13F +103,240 shares

    0.39% of the 13F portfolio, value $163,921,583.

    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 1,643,022 shares
    Change vs previous 13F +36,685 shares

    0.42% of the 13F portfolio, value $153,885,467.

    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 1,606,337 shares
    Change vs previous 13F +10,270 shares

    0.39% of the 13F portfolio, value $142,626,671.

    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 1,596,067 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $145,736,894.

    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).