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Disclosery

ASSETMARK, INC: VLUE position timeline

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

ASSETMARK, INC held 11,226 VLUE 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 11,226 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $2,243,067.

    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 11,440 shares
    Change vs previous 13F -2,913 shares

    <0.01% of the 13F portfolio, value $1,626,654.

    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 14,353 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $1,962,486.

    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 14,508 shares
    Change vs previous 13F -845 shares

    <0.01% of the 13F portfolio, value $1,814,225.

    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 15,353 shares
    Change vs previous 13F -5,755 shares

    <0.01% of the 13F portfolio, value $1,738,113.

    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 21,108 shares
    Change vs previous 13F +5,134 shares

    0.01% of the 13F portfolio, value $2,251,168.

    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 15,974 shares
    Change vs previous 13F +632 shares

    <0.01% of the 13F portfolio, value $1,687,014.

    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 15,342 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,672,892.

    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).