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ASSETMARK, INC: VYMI position timeline

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

ASSETMARK, INC held 312,298 VYMI 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 312,298 shares
    Change vs previous 13F -85,352 shares

    0.05% of the 13F portfolio, value $30,667,664.

    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 397,650 shares
    Change vs previous 13F -7,628 shares

    0.08% of the 13F portfolio, value $37,474,536.

    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 405,278 shares
    Change vs previous 13F +135,369 shares

    0.07% of the 13F portfolio, value $36,475,020.

    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 269,909 shares
    Change vs previous 13F -141,753 shares

    0.05% of the 13F portfolio, value $22,855,894.

    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 411,662 shares
    Change vs previous 13F +20,127 shares

    0.08% of the 13F portfolio, value $32,978,209.

    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 391,535 shares
    Change vs previous 13F +125,708 shares

    0.08% of the 13F portfolio, value $28,852,217.

    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 265,827 shares
    Change vs previous 13F +11,495 shares

    0.05% of the 13F portfolio, value $18,044,315.

    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 254,332 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,673,059.

    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).