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Disclosery

ASSETMARK, INC: VFH position timeline

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

ASSETMARK, INC held 120,753 VFH 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 120,753 shares
    Change vs previous 13F +71,396 shares

    0.03% of the 13F portfolio, value $15,891,098.

    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 49,357 shares
    Change vs previous 13F +26,589 shares

    0.01% of the 13F portfolio, value $5,962,800.

    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 22,768 shares
    Change vs previous 13F +2,308 shares

    0.01% of the 13F portfolio, value $3,039,269.

    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 20,460 shares
    Change vs previous 13F -55,603 shares

    0.01% of the 13F portfolio, value $2,685,165.

    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 76,063 shares
    Change vs previous 13F +52,254 shares

    0.02% of the 13F portfolio, value $9,682,814.

    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 23,809 shares
    Change vs previous 13F -6,981 shares

    0.01% of the 13F portfolio, value $2,844,499.

    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 30,790 shares
    Change vs previous 13F +28,409 shares

    0.01% of the 13F portfolio, value $3,635,333.

    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 2,381 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,696.

    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).