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Disclosery

ASSETMARK, INC: VOT position timeline

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

ASSETMARK, INC held 2,150,345 VOT 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 2,150,345 shares
    Change vs previous 13F +8,717 shares

    1.13% of the 13F portfolio, value $658,650,619.

    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 2,141,628 shares
    Change vs previous 13F -76,750 shares

    1.12% of the 13F portfolio, value $551,147,918.

    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 2,218,378 shares
    Change vs previous 13F +61,388 shares

    1.26% of the 13F portfolio, value $619,238,154.

    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 2,156,990 shares
    Change vs previous 13F -301,177 shares

    1.36% of the 13F portfolio, value $633,701,956.

    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 2,458,167 shares
    Change vs previous 13F +75,684 shares

    1.65% of the 13F portfolio, value $699,078,158.

    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 2,382,483 shares
    Change vs previous 13F +94,406 shares

    1.6% of the 13F portfolio, value $582,850,569.

    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 2,288,077 shares
    Change vs previous 13F +102,332 shares

    1.58% of the 13F portfolio, value $580,599,538.

    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 2,185,745 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $532,163,257.

    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).