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Disclosery

ASSETMARK, INC: AGYS position timeline

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

ASSETMARK, INC held 1,192 AGYS 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 1,192 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $124,564.

    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 1,106 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $78,681.

    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 1,147 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $136,309.

    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 1,062 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $111,776.

    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 835 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $95,724.

    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 864 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $62,675.

    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 870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,588.

    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).