Skip to content
Disclosery

ASSETMARK, INC: AIQ position timeline

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

ASSETMARK, INC held 566,694 AIQ 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 566,694 shares
    Change vs previous 13F +37,804 shares

    0.06% of the 13F portfolio, value $37,180,809.

    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 528,890 shares
    Change vs previous 13F +80,303 shares

    0.05% of the 13F portfolio, value $24,683,307.

    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 448,587 shares
    Change vs previous 13F +42,499 shares

    0.05% of the 13F portfolio, value $22,815,139.

    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 406,088 shares
    Change vs previous 13F +256,301 shares

    0.04% of the 13F portfolio, value $20,056,690.

    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 149,787 shares
    Change vs previous 13F +25,520 shares

    0.02% of the 13F portfolio, value $6,544,194.

    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 124,267 shares
    Change vs previous 13F +21,139 shares

    0.01% of the 13F portfolio, value $4,520,833.

    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 103,128 shares
    Change vs previous 13F +18,965 shares

    0.01% of the 13F portfolio, value $3,984,866.

    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 84,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,128,339.

    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).