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Disclosery

ASSETMARK, INC: ACWI position timeline

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

ASSETMARK, INC held 432,682 ACWI 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 432,682 shares
    Change vs previous 13F -1,209 shares

    0.12% of the 13F portfolio, value $67,918,148.

    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 433,891 shares
    Change vs previous 13F +1,430 shares

    0.12% of the 13F portfolio, value $60,037,498.

    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 432,461 shares
    Change vs previous 13F -355,872 shares

    0.12% of the 13F portfolio, value $61,188,888.

    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 788,333 shares
    Change vs previous 13F +332,908 shares

    0.23% of the 13F portfolio, value $108,979,154.

    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 455,425 shares
    Change vs previous 13F -26,498 shares

    0.14% of the 13F portfolio, value $58,567,655.

    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 481,923 shares
    Change vs previous 13F -2,793 shares

    0.15% of the 13F portfolio, value $56,091,018.

    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 484,716 shares
    Change vs previous 13F +11,344 shares

    0.15% of the 13F portfolio, value $56,954,130.

    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 473,372 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $56,591,623.

    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).