Skip to content
Disclosery

ASSETMARK, INC: XUDV position timeline

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

ASSETMARK, INC held 933,457 XUDV 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 933,457 shares
    Change vs previous 13F +131,545 shares

    0.05% of the 13F portfolio, value $29,245,208.

    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 801,912 shares
    Change vs previous 13F -7,540 shares

    0.05% of the 13F portfolio, value $22,629,716.

    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 809,452 shares
    Change vs previous 13F +1,510 shares

    0.04% of the 13F portfolio, value $21,437,122.

    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 807,942 shares
    Change vs previous 13F -12,843 shares

    0.05% of the 13F portfolio, value $21,585,867.

    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 820,785 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,947,748.

    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).