Skip to content
Disclosery

ASSETMARK, INC: AHR position timeline

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

ASSETMARK, INC held 6,928 AHR 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 6,928 shares
    Change vs previous 13F +1,725 shares

    <0.01% of the 13F portfolio, value $361,295.

    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 5,203 shares
    Change vs previous 13F +402 shares

    <0.01% of the 13F portfolio, value $245,373.

    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 4,801 shares
    Change vs previous 13F -1,717 shares

    <0.01% of the 13F portfolio, value $225,935.

    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 6,518 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $273,821.

    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 6,583 shares
    Change vs previous 13F -395 shares

    <0.01% of the 13F portfolio, value $241,859.

    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 6,978 shares
    Change vs previous 13F +4,363 shares

    <0.01% of the 13F portfolio, value $211,433.

    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 2,615 shares
    Change vs previous 13F +2,008 shares

    <0.01% of the 13F portfolio, value $74,318.

    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 607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,843.

    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).