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Disclosery

ASSETMARK, INC: ADSK position timeline

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

ASSETMARK, INC held 61,076 ADSK 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 61,076 shares
    Change vs previous 13F -395 shares

    0.02% of the 13F portfolio, value $11,874,408.

    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 61,471 shares
    Change vs previous 13F +7,230 shares

    0.03% of the 13F portfolio, value $14,716,157.

    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 54,241 shares
    Change vs previous 13F +7,909 shares

    0.03% of the 13F portfolio, value $16,055,878.

    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 46,332 shares
    Change vs previous 13F +7,595 shares

    0.03% of the 13F portfolio, value $14,718,286.

    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 38,737 shares
    Change vs previous 13F +16,458 shares

    0.03% of the 13F portfolio, value $11,991,813.

    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 22,279 shares
    Change vs previous 13F +1,200 shares

    0.02% of the 13F portfolio, value $5,832,642.

    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 21,079 shares
    Change vs previous 13F +20,548 shares

    0.02% of the 13F portfolio, value $6,230,320.

    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 531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,280.

    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).