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Disclosery

ASSETMARK, INC: VWO position timeline

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

ASSETMARK, INC held 1,585,390 VWO 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 1,585,390 shares
    Change vs previous 13F +499,986 shares

    0.16% of the 13F portfolio, value $94,631,943.

    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 1,085,404 shares
    Change vs previous 13F +40,476 shares

    0.12% of the 13F portfolio, value $58,666,111.

    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 1,044,928 shares
    Change vs previous 13F -7,409 shares

    0.11% of the 13F portfolio, value $56,175,354.

    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 1,052,337 shares
    Change vs previous 13F +33,053 shares

    0.12% of the 13F portfolio, value $57,015,638.

    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 1,019,284 shares
    Change vs previous 13F +712,649 shares

    0.12% of the 13F portfolio, value $50,413,774.

    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 306,635 shares
    Change vs previous 13F -85,929 shares

    0.04% of the 13F portfolio, value $13,878,321.

    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 392,564 shares
    Change vs previous 13F +329,399 shares

    0.05% of the 13F portfolio, value $17,288,535.

    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 63,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,022,424.

    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).