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Disclosery

ASSETMARK, INC: VEA position timeline

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

ASSETMARK, INC held 5,747,711 VEA 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 5,747,711 shares
    Change vs previous 13F +446,993 shares

    0.7% of the 13F portfolio, value $409,524,386.

    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 5,300,718 shares
    Change vs previous 13F +32,637 shares

    0.69% of the 13F portfolio, value $339,669,978.

    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 5,268,081 shares
    Change vs previous 13F -161,399 shares

    0.67% of the 13F portfolio, value $329,097,034.

    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 5,429,480 shares
    Change vs previous 13F -193,609 shares

    0.7% of the 13F portfolio, value $325,334,413.

    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 5,623,089 shares
    Change vs previous 13F +1,686,943 shares

    0.76% of the 13F portfolio, value $320,572,314.

    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 3,936,146 shares
    Change vs previous 13F -157,593 shares

    0.55% of the 13F portfolio, value $200,074,309.

    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 4,093,739 shares
    Change vs previous 13F +1,135,857 shares

    0.53% of the 13F portfolio, value $195,762,585.

    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 2,957,882 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $156,205,752.

    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).