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Disclosery

ASSETMARK, INC: VBR position timeline

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

ASSETMARK, INC held 4,872,925 VBR 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 4,872,925 shares
    Change vs previous 13F +793,924 shares

    2.04% of the 13F portfolio, value $1,184,072,138.

    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 4,079,001 shares
    Change vs previous 13F -300,432 shares

    1.81% of the 13F portfolio, value $886,163,074.

    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 4,379,433 shares
    Change vs previous 13F +113,412 shares

    1.89% of the 13F portfolio, value $927,520,054.

    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 4,266,021 shares
    Change vs previous 13F -94,456 shares

    1.91% of the 13F portfolio, value $890,361,184.

    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 4,360,477 shares
    Change vs previous 13F +185,712 shares

    2.01% of the 13F portfolio, value $850,336,703.

    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 4,174,765 shares
    Change vs previous 13F +176,559 shares

    2.14% of the 13F portfolio, value $777,716,989.

    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 3,998,206 shares
    Change vs previous 13F +180,662 shares

    2.15% of the 13F portfolio, value $792,364,527.

    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 3,817,544 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $766,486,558.

    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).