Skip to content
Disclosery

ASSETMARK, INC: VZ position timeline

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

ASSETMARK, INC held 3,765,427 VZ 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 3,765,427 shares
    Change vs previous 13F +105,438 shares

    0.27% of the 13F portfolio, value $159,428,198.

    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 3,659,989 shares
    Change vs previous 13F -19,637 shares

    0.37% of the 13F portfolio, value $183,731,468.

    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 3,679,626 shares
    Change vs previous 13F +12,224 shares

    0.31% of the 13F portfolio, value $149,871,176.

    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 3,667,402 shares
    Change vs previous 13F +99,400 shares

    0.35% of the 13F portfolio, value $161,182,307.

    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 3,568,002 shares
    Change vs previous 13F +353,541 shares

    0.36% of the 13F portfolio, value $154,387,448.

    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 3,214,461 shares
    Change vs previous 13F +62,277 shares

    0.4% of the 13F portfolio, value $145,807,951.

    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 3,152,184 shares
    Change vs previous 13F +116,313 shares

    0.34% of the 13F portfolio, value $126,055,834.

    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 3,035,871 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $136,340,949.

    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).