Skip to content
Disclosery

ASSETMARK, INC: VFLO position timeline

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

ASSETMARK, INC held 1,453 VFLO 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 1,453 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $66,475.

    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 1,351 shares
    Change vs previous 13F +602 shares

    <0.01% of the 13F portfolio, value $53,337.

    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 749 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $29,496.

    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 1,202 shares
    Change vs previous 13F +890 shares

    <0.01% of the 13F portfolio, value $45,075.

    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 312 shares
    Change vs previous 13F -141 shares

    <0.01% of the 13F portfolio, value $11,029.

    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 453 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,529.

    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 453 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,443.

    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 453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,085.

    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).