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Disclosery

ASSETMARK, INC: VONG position timeline

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

ASSETMARK, INC held 321,550 VONG 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 321,550 shares
    Change vs previous 13F -135,516 shares

    0.07% of the 13F portfolio, value $41,097,305.

    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 457,066 shares
    Change vs previous 13F +1,594 shares

    0.1% of the 13F portfolio, value $50,135,570.

    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 455,472 shares
    Change vs previous 13F -35,299 shares

    0.11% of the 13F portfolio, value $55,453,716.

    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 490,771 shares
    Change vs previous 13F -21,438 shares

    0.13% of the 13F portfolio, value $59,137,906.

    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 512,209 shares
    Change vs previous 13F +14,520 shares

    0.13% of the 13F portfolio, value $55,933,223.

    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 497,689 shares
    Change vs previous 13F -783 shares

    0.13% of the 13F portfolio, value $46,180,562.

    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 498,472 shares
    Change vs previous 13F -43,707 shares

    0.14% of the 13F portfolio, value $51,492,158.

    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 542,179 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,331,117.

    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).