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Disclosery

ASSETMARK, INC: VOX position timeline

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

ASSETMARK, INC held 365,421 VOX 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 365,421 shares
    Change vs previous 13F +22,489 shares

    0.12% of the 13F portfolio, value $67,219,179.

    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 342,932 shares
    Change vs previous 13F +151,595 shares

    0.13% of the 13F portfolio, value $61,672,808.

    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 191,337 shares
    Change vs previous 13F +66,915 shares

    0.08% of the 13F portfolio, value $37,048,586.

    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 124,422 shares
    Change vs previous 13F -25,866 shares

    0.05% of the 13F portfolio, value $23,357,805.

    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 150,288 shares
    Change vs previous 13F +114,638 shares

    0.06% of the 13F portfolio, value $25,703,738.

    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 35,650 shares
    Change vs previous 13F -7,871 shares

    0.01% of the 13F portfolio, value $5,290,145.

    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 43,521 shares
    Change vs previous 13F +35,186 shares

    0.02% of the 13F portfolio, value $6,743,955.

    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 8,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,211,826.

    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).