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Disclosery

ASSETMARK, INC: APP position timeline

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

ASSETMARK, INC held 14,214 APP 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 14,214 shares
    Change vs previous 13F -1,578 shares

    0.01% of the 13F portfolio, value $7,323,314.

    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 15,792 shares
    Change vs previous 13F -8,693 shares

    0.01% of the 13F portfolio, value $6,285,089.

    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 24,485 shares
    Change vs previous 13F +2,615 shares

    0.03% of the 13F portfolio, value $16,498,166.

    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 21,870 shares
    Change vs previous 13F +2,464 shares

    0.03% of the 13F portfolio, value $15,714,247.

    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 19,406 shares
    Change vs previous 13F +1,078 shares

    0.02% of the 13F portfolio, value $6,793,652.

    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 18,328 shares
    Change vs previous 13F +4,906 shares

    0.01% of the 13F portfolio, value $4,856,370.

    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 13,422 shares
    Change vs previous 13F +3,785 shares

    0.01% of the 13F portfolio, value $4,346,446.

    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 9,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,258,110.

    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).