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Disclosery

ASSETMARK, INC: AIT position timeline

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

ASSETMARK, INC held 5,302 AIT 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 5,302 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $1,792,871.

    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 5,692 shares
    Change vs previous 13F -621 shares

    <0.01% of the 13F portfolio, value $1,510,201.

    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 6,313 shares
    Change vs previous 13F -353 shares

    <0.01% of the 13F portfolio, value $1,620,989.

    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 6,666 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $1,740,159.

    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 6,699 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $1,557,183.

    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 7,005 shares
    Change vs previous 13F +2,634 shares

    <0.01% of the 13F portfolio, value $1,578,507.

    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 4,371 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $1,046,723.

    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 4,051 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $903,900.

    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).