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Disclosery

ASSETMARK, INC: VCRB position timeline

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

ASSETMARK, INC held 1,574,720 VCRB 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 1,574,720 shares
    Change vs previous 13F +189,844 shares

    0.21% of the 13F portfolio, value $121,619,882.

    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 1,384,876 shares
    Change vs previous 13F +24,268 shares

    0.22% of the 13F portfolio, value $107,161,730.

    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 1,360,608 shares
    Change vs previous 13F +63,160 shares

    0.22% of the 13F portfolio, value $105,984,590.

    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 1,297,448 shares
    Change vs previous 13F +181,681 shares

    0.22% of the 13F portfolio, value $101,732,913.

    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 1,115,767 shares
    Change vs previous 13F +983,468 shares

    0.2% of the 13F portfolio, value $86,561,191.

    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 132,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,243,912.

    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).