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Disclosery

ASSETMARK, INC: VT position timeline

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

ASSETMARK, INC held 27,303 VT 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 27,303 shares
    Change vs previous 13F +15,304 shares

    0.01% of the 13F portfolio, value $4,285,161.

    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 11,999 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $1,659,702.

    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 11,919 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $1,681,294.

    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 12,156 shares
    Change vs previous 13F +7,411 shares

    <0.01% of the 13F portfolio, value $1,675,097.

    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 4,745 shares
    Change vs previous 13F +3,256 shares

    <0.01% of the 13F portfolio, value $609,827.

    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 1,489 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $172,650.

    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 187 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $21,969.

    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 132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,800.

    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).