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Disclosery

ASSETMARK, INC: AOA position timeline

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

ASSETMARK, INC held 245,482 AOA 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 245,482 shares
    Change vs previous 13F +626 shares

    0.04% of the 13F portfolio, value $23,959,090.

    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 244,856 shares
    Change vs previous 13F +5,036 shares

    0.04% of the 13F portfolio, value $21,667,307.

    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 239,820 shares
    Change vs previous 13F -3,236 shares

    0.04% of the 13F portfolio, value $21,478,279.

    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 243,056 shares
    Change vs previous 13F -24,503 shares

    0.05% of the 13F portfolio, value $21,422,956.

    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 267,559 shares
    Change vs previous 13F -8,315 shares

    0.05% of the 13F portfolio, value $22,314,458.

    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 275,874 shares
    Change vs previous 13F +3,228 shares

    0.06% of the 13F portfolio, value $21,104,359.

    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 272,646 shares
    Change vs previous 13F -3,326 shares

    0.06% of the 13F portfolio, value $20,887,386.

    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 275,972 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,776,953.

    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).