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ASSETMARK, INC: VOO position timeline

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

ASSETMARK, INC held 4,037,865 VOO 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 4,037,865 shares
    Change vs previous 13F +314,829 shares

    4.77% of the 13F portfolio, value $2,773,245,861.

    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 3,723,036 shares
    Change vs previous 13F +260,752 shares

    4.54% of the 13F portfolio, value $2,224,699,999.

    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 3,462,284 shares
    Change vs previous 13F +103,317 shares

    4.43% of the 13F portfolio, value $2,171,301,982.

    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 3,358,967 shares
    Change vs previous 13F +97,565 shares

    4.41% of the 13F portfolio, value $2,056,964,072.

    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 3,261,402 shares
    Change vs previous 13F +108,745 shares

    4.37% of the 13F portfolio, value $1,852,574,014.

    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 3,152,657 shares
    Change vs previous 13F +13,526 shares

    4.45% of the 13F portfolio, value $1,620,181,918.

    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 3,139,131 shares
    Change vs previous 13F -13,268 shares

    4.59% of the 13F portfolio, value $1,691,395,091.

    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 3,152,399 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $1,663,426,156.

    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).