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Disclosery

ASSETMARK, INC: VTWG position timeline

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

ASSETMARK, INC held 113,045 VTWG 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 113,045 shares
    Change vs previous 13F -1,754 shares

    0.06% of the 13F portfolio, value $32,520,831.

    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 114,799 shares
    Change vs previous 13F +440 shares

    0.05% of the 13F portfolio, value $26,293,345.

    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 114,359 shares
    Change vs previous 13F -11,283 shares

    0.06% of the 13F portfolio, value $26,987,580.

    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 125,642 shares
    Change vs previous 13F -6,731 shares

    0.06% of the 13F portfolio, value $29,372,411.

    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 132,373 shares
    Change vs previous 13F +5,314 shares

    0.07% of the 13F portfolio, value $27,595,799.

    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 127,059 shares
    Change vs previous 13F +3,543 shares

    0.07% of the 13F portfolio, value $23,678,715.

    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 123,516 shares
    Change vs previous 13F -1,143 shares

    0.07% of the 13F portfolio, value $25,955,652.

    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 124,659 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,835,578.

    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).