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Disclosery

ASSETMARK, INC: VTEB position timeline

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

ASSETMARK, INC held 488,279 VTEB 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 488,279 shares
    Change vs previous 13F +151,529 shares

    0.04% of the 13F portfolio, value $24,697,164.

    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 336,750 shares
    Change vs previous 13F -9,873 shares

    0.03% of the 13F portfolio, value $16,800,473.

    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 346,623 shares
    Change vs previous 13F +6,182 shares

    0.04% of the 13F portfolio, value $17,431,693.

    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 340,441 shares
    Change vs previous 13F +26,615 shares

    0.04% of the 13F portfolio, value $17,045,898.

    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 313,826 shares
    Change vs previous 13F +260,106 shares

    0.04% of the 13F portfolio, value $15,386,902.

    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 53,720 shares
    Change vs previous 13F -18,315 shares

    0.01% of the 13F portfolio, value $2,665,586.

    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 72,035 shares
    Change vs previous 13F +66,592 shares

    0.01% of the 13F portfolio, value $3,611,115.

    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 5,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,246.

    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).