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Disclosery

ASSETMARK, INC: VOE position timeline

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

ASSETMARK, INC held 4,426,816 VOE 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 4,426,816 shares
    Change vs previous 13F +93,434 shares

    1.5% of the 13F portfolio, value $874,738,932.

    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 4,333,382 shares
    Change vs previous 13F -191,395 shares

    1.63% of the 13F portfolio, value $798,555,594.

    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 4,524,777 shares
    Change vs previous 13F +109,932 shares

    1.64% of the 13F portfolio, value $802,559,709.

    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 4,414,845 shares
    Change vs previous 13F +149,897 shares

    1.65% of the 13F portfolio, value $770,743,707.

    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 4,264,948 shares
    Change vs previous 13F +161,894 shares

    1.66% of the 13F portfolio, value $701,413,312.

    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 4,103,054 shares
    Change vs previous 13F +172,374 shares

    1.81% of the 13F portfolio, value $658,704,219.

    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 3,930,680 shares
    Change vs previous 13F +276,698 shares

    1.73% of the 13F portfolio, value $635,866,175.

    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 3,653,982 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $612,663,171.

    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).