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Disclosery

ASSETMARK, INC: VEU position timeline

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

ASSETMARK, INC held 1,356,911 VEU 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 1,356,911 shares
    Change vs previous 13F +663,355 shares

    0.2% of the 13F portfolio, value $113,641,306.

    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 693,556 shares
    Change vs previous 13F -21,807 shares

    0.11% of the 13F portfolio, value $52,086,075.

    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 715,363 shares
    Change vs previous 13F +45,436 shares

    0.11% of the 13F portfolio, value $52,622,080.

    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 669,927 shares
    Change vs previous 13F -150,707 shares

    0.1% of the 13F portfolio, value $47,812,706.

    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 820,634 shares
    Change vs previous 13F +11,695 shares

    0.13% of the 13F portfolio, value $55,163,003.

    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 808,939 shares
    Change vs previous 13F -26,286 shares

    0.13% of the 13F portfolio, value $49,070,234.

    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 835,225 shares
    Change vs previous 13F -286,628 shares

    0.13% of the 13F portfolio, value $47,950,278.

    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 1,121,853 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $70,676,750.

    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).