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Disclosery

ASSETMARK, INC: VPU position timeline

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

ASSETMARK, INC held 10,615 VPU 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 10,615 shares
    Change vs previous 13F +3,348 shares

    <0.01% of the 13F portfolio, value $2,077,651.

    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 7,267 shares
    Change vs previous 13F -1,839 shares

    <0.01% of the 13F portfolio, value $1,439,883.

    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 9,106 shares
    Change vs previous 13F +3,022 shares

    <0.01% of the 13F portfolio, value $1,684,887.

    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 6,084 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $1,152,287.

    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 5,484 shares
    Change vs previous 13F +470 shares

    <0.01% of the 13F portfolio, value $967,981.

    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 5,014 shares
    Change vs previous 13F +3,503 shares

    <0.01% of the 13F portfolio, value $856,441.

    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 1,511 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $246,928.

    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 750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,537.

    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).