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Disclosery

ASSETMARK, INC: APO position timeline

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

ASSETMARK, INC held 4,211 APO 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 4,211 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $498,260.

    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 4,062 shares
    Change vs previous 13F -3,791 shares

    <0.01% of the 13F portfolio, value $452,561.

    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 7,853 shares
    Change vs previous 13F -2,409 shares

    <0.01% of the 13F portfolio, value $1,136,814.

    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 10,262 shares
    Change vs previous 13F -74,561 shares

    <0.01% of the 13F portfolio, value $1,367,598.

    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 84,823 shares
    Change vs previous 13F +8,691 shares

    0.03% of the 13F portfolio, value $12,033,820.

    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 76,132 shares
    Change vs previous 13F -29,495 shares

    0.03% of the 13F portfolio, value $10,425,481.

    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 105,627 shares
    Change vs previous 13F +897 shares

    0.05% of the 13F portfolio, value $17,445,290.

    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 104,730 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,081,877.

    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).