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Disclosery

ASSETMARK, INC: VTV position timeline

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

ASSETMARK, INC held 1,993,299 VTV 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 1,993,299 shares
    Change vs previous 13F +585,368 shares

    0.75% of the 13F portfolio, value $434,399,740.

    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 1,407,931 shares
    Change vs previous 13F -32,322 shares

    0.56% of the 13F portfolio, value $276,236,011.

    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 1,440,253 shares
    Change vs previous 13F -7,911 shares

    0.56% of the 13F portfolio, value $275,073,875.

    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 1,448,164 shares
    Change vs previous 13F +15,078 shares

    0.58% of the 13F portfolio, value $270,068,096.

    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 1,433,086 shares
    Change vs previous 13F -153,204 shares

    0.6% of the 13F portfolio, value $253,283,664.

    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 1,586,290 shares
    Change vs previous 13F -69,177 shares

    0.75% of the 13F portfolio, value $274,015,700.

    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 1,655,467 shares
    Change vs previous 13F +16,256 shares

    0.76% of the 13F portfolio, value $280,270,545.

    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 1,639,211 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $286,157,016.

    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).