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Disclosery

ASSETMARK, INC: ACWX position timeline

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

ASSETMARK, INC held 199,778 ACWX 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 199,778 shares
    Change vs previous 13F +59,470 shares

    0.03% of the 13F portfolio, value $15,205,106.

    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 140,308 shares
    Change vs previous 13F +102,597 shares

    0.02% of the 13F portfolio, value $9,606,869.

    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 37,711 shares
    Change vs previous 13F +7,509 shares

    0.01% of the 13F portfolio, value $2,531,539.

    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 30,202 shares
    Change vs previous 13F +16,169 shares

    <0.01% of the 13F portfolio, value $1,963,432.

    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 14,033 shares
    Change vs previous 13F +12,340 shares

    <0.01% of the 13F portfolio, value $855,171.

    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 1,693 shares
    Change vs previous 13F +941 shares

    <0.01% of the 13F portfolio, value $93,877.

    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 752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,224.

    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).