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Disclosery

ASSETMARK, INC: AMLP position timeline

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

ASSETMARK, INC held 52,258 AMLP 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 52,258 shares
    Change vs previous 13F +46,958 shares

    <0.01% of the 13F portfolio, value $2,709,577.

    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 5,300 shares
    Change vs previous 13F -682,135 shares

    <0.01% of the 13F portfolio, value $278,992.

    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 687,435 shares
    Change vs previous 13F -29,543 shares

    0.07% of the 13F portfolio, value $32,323,194.

    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 716,978 shares
    Change vs previous 13F +653,230 shares

    0.07% of the 13F portfolio, value $33,647,778.

    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 63,748 shares
    Change vs previous 13F +63,720 shares

    0.01% of the 13F portfolio, value $3,114,727.

    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 28 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $1,454.

    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 56 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $2,697.

    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 18 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848.

    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).