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Disclosery

ASSETMARK, INC: VTWO position timeline

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

ASSETMARK, INC held 4,430 VTWO 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 4,430 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $537,891.

    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 4,339 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $434,638.

    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 4,294 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $427,339.

    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 4,157 shares
    Change vs previous 13F -1,277 shares

    <0.01% of the 13F portfolio, value $406,638.

    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 5,434 shares
    Change vs previous 13F +353 shares

    <0.01% of the 13F portfolio, value $473,953.

    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 5,081 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $409,783.

    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 5,074 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $453,260.

    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 4,991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $445,996.

    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).