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Disclosery

ASSETMARK, INC: ADP position timeline

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

ASSETMARK, INC held 28,590 ADP 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 28,590 shares
    Change vs previous 13F +3,516 shares

    0.01% of the 13F portfolio, value $6,402,737.

    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 25,074 shares
    Change vs previous 13F +5,057 shares

    0.01% of the 13F portfolio, value $5,094,559.

    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 20,017 shares
    Change vs previous 13F -665 shares

    0.01% of the 13F portfolio, value $5,148,915.

    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 20,682 shares
    Change vs previous 13F +217 shares

    0.01% of the 13F portfolio, value $6,070,270.

    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 20,465 shares
    Change vs previous 13F +7,751 shares

    0.01% of the 13F portfolio, value $6,311,359.

    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 12,714 shares
    Change vs previous 13F +8,939 shares

    0.01% of the 13F portfolio, value $3,884,497.

    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 3,775 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $1,105,044.

    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 3,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $951,110.

    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).