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Disclosery

ASSETMARK, INC: AIRR position timeline

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

ASSETMARK, INC held 33,274 AIRR 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 33,274 shares
    Change vs previous 13F -9,876 shares

    0.01% of the 13F portfolio, value $4,433,702.

    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 43,150 shares
    Change vs previous 13F -1,942 shares

    0.01% of the 13F portfolio, value $4,780,111.

    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 45,092 shares
    Change vs previous 13F +13,550 shares

    0.01% of the 13F portfolio, value $4,433,431.

    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 31,542 shares
    Change vs previous 13F +236 shares

    0.01% of the 13F portfolio, value $3,049,482.

    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 31,306 shares
    Change vs previous 13F +7,297 shares

    0.01% of the 13F portfolio, value $2,548,308.

    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 24,009 shares
    Change vs previous 13F +2,225 shares

    <0.01% of the 13F portfolio, value $1,637,654.

    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 21,784 shares
    Change vs previous 13F +2,286 shares

    <0.01% of the 13F portfolio, value $1,678,239.

    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 19,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,455,916.

    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).