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Disclosery

ASSETMARK, INC: VTR position timeline

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

ASSETMARK, INC held 113,090 VTR 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 113,090 shares
    Change vs previous 13F +14,011 shares

    0.02% of the 13F portfolio, value $10,042,369.

    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 99,079 shares
    Change vs previous 13F -1,877 shares

    0.02% of the 13F portfolio, value $8,102,718.

    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 100,956 shares
    Change vs previous 13F +7,949 shares

    0.02% of the 13F portfolio, value $7,811,962.

    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 93,007 shares
    Change vs previous 13F +11,541 shares

    0.01% of the 13F portfolio, value $6,509,577.

    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 81,466 shares
    Change vs previous 13F +7,472 shares

    0.01% of the 13F portfolio, value $5,144,559.

    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 73,994 shares
    Change vs previous 13F +2,633 shares

    0.01% of the 13F portfolio, value $5,087,857.

    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 71,361 shares
    Change vs previous 13F +2,606 shares

    0.01% of the 13F portfolio, value $4,202,451.

    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 68,755 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,409,235.

    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).