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Disclosery

ASSETMARK, INC: VEEV position timeline

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

ASSETMARK, INC held 97,605 VEEV 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 97,605 shares
    Change vs previous 13F -28,800 shares

    0.03% of the 13F portfolio, value $17,321,887.

    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 126,405 shares
    Change vs previous 13F -4,636 shares

    0.05% of the 13F portfolio, value $22,204,302.

    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 131,041 shares
    Change vs previous 13F +22,747 shares

    0.06% of the 13F portfolio, value $29,252,282.

    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 108,294 shares
    Change vs previous 13F +19,695 shares

    0.07% of the 13F portfolio, value $32,261,866.

    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 88,599 shares
    Change vs previous 13F +18,081 shares

    0.06% of the 13F portfolio, value $25,514,740.

    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 70,518 shares
    Change vs previous 13F -14,938 shares

    0.04% of the 13F portfolio, value $16,334,084.

    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 85,456 shares
    Change vs previous 13F +37,251 shares

    0.05% of the 13F portfolio, value $17,967,124.

    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 48,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,116,783.

    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).