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Disclosery

ASSETMARK, INC: ALL position timeline

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

ASSETMARK, INC held 17,724 ALL 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 17,724 shares
    Change vs previous 13F +370 shares

    0.01% of the 13F portfolio, value $4,217,353.

    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 17,354 shares
    Change vs previous 13F -42,801 shares

    0.01% of the 13F portfolio, value $3,598,236.

    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 60,155 shares
    Change vs previous 13F +9,072 shares

    0.03% of the 13F portfolio, value $12,521,323.

    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 51,083 shares
    Change vs previous 13F +1,504 shares

    0.02% of the 13F portfolio, value $10,964,869.

    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 49,579 shares
    Change vs previous 13F +3,182 shares

    0.02% of the 13F portfolio, value $9,980,718.

    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 46,397 shares
    Change vs previous 13F -313 shares

    0.03% of the 13F portfolio, value $9,607,350.

    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 46,710 shares
    Change vs previous 13F +1,461 shares

    0.02% of the 13F portfolio, value $9,005,219.

    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 45,249 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,581,542.

    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).