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Disclosery

ASSETMARK, INC: AON position timeline

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

ASSETMARK, INC held 102,990 AON 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 102,990 shares
    Change vs previous 13F +22,491 shares

    0.06% of the 13F portfolio, value $34,160,819.

    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 80,499 shares
    Change vs previous 13F +67,178 shares

    0.05% of the 13F portfolio, value $25,983,612.

    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 13,321 shares
    Change vs previous 13F +696 shares

    0.01% of the 13F portfolio, value $4,700,863.

    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 12,625 shares
    Change vs previous 13F +1,380 shares

    0.01% of the 13F portfolio, value $4,501,953.

    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 11,245 shares
    Change vs previous 13F +1,611 shares

    0.01% of the 13F portfolio, value $4,011,882.

    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 9,634 shares
    Change vs previous 13F +692 shares

    0.01% of the 13F portfolio, value $3,844,840.

    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 8,942 shares
    Change vs previous 13F +898 shares

    0.01% of the 13F portfolio, value $3,211,612.

    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 8,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,783,144.

    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).