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Disclosery

ASSETMARK, INC: VNQ position timeline

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

ASSETMARK, INC held 1,351,459 VNQ 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 1,351,459 shares
    Change vs previous 13F +486,579 shares

    0.22% of the 13F portfolio, value $130,321,185.

    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 864,880 shares
    Change vs previous 13F +2,947 shares

    0.16% of the 13F portfolio, value $76,714,873.

    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 861,933 shares
    Change vs previous 13F +26,059 shares

    0.16% of the 13F portfolio, value $76,272,435.

    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 835,874 shares
    Change vs previous 13F +3,404 shares

    0.16% of the 13F portfolio, value $76,415,575.

    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 832,470 shares
    Change vs previous 13F +40,935 shares

    0.18% of the 13F portfolio, value $74,139,796.

    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 791,535 shares
    Change vs previous 13F -1,577 shares

    0.2% of the 13F portfolio, value $71,665,602.

    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 793,112 shares
    Change vs previous 13F +1,107 shares

    0.19% of the 13F portfolio, value $70,650,384.

    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 792,005 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $77,157,095.

    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).