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Disclosery

ASSETMARK, INC: VIRT position timeline

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

ASSETMARK, INC held 4,244 VIRT 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 4,244 shares
    Change vs previous 13F +2,556 shares

    <0.01% of the 13F portfolio, value $252,815.

    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 1,688 shares
    Change vs previous 13F +1,069 shares

    <0.01% of the 13F portfolio, value $74,238.

    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 619 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $20,625.

    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 713 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $25,312.

    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 199 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $8,913.

    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 89 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,393.

    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 89 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $3,176.

    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 33 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,005.

    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).