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Disclosery

ASSETMARK, INC: VYM position timeline

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

ASSETMARK, INC held 581,756 VYM 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 581,756 shares
    Change vs previous 13F -80,277 shares

    0.16% of the 13F portfolio, value $91,934,908.

    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 662,033 shares
    Change vs previous 13F -36,017 shares

    0.2% of the 13F portfolio, value $98,047,029.

    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 698,050 shares
    Change vs previous 13F +126,550 shares

    0.2% of the 13F portfolio, value $100,184,117.

    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 571,500 shares
    Change vs previous 13F +1,966 shares

    0.17% of the 13F portfolio, value $80,552,893.

    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 569,534 shares
    Change vs previous 13F -56,243 shares

    0.18% of the 13F portfolio, value $75,924,579.

    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 625,777 shares
    Change vs previous 13F +182,562 shares

    0.22% of the 13F portfolio, value $80,700,162.

    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 443,215 shares
    Change vs previous 13F -12,961 shares

    0.15% of the 13F portfolio, value $56,549,847.

    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 456,176 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,481,767.

    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).