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Disclosery

ASSETMARK, INC: ARE position timeline

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

ASSETMARK, INC held 27 ARE 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 27 shares
    Change vs previous 13F -895 shares

    <0.01% of the 13F portfolio, value $1,404.

    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 922 shares
    Change vs previous 13F -28,151 shares

    <0.01% of the 13F portfolio, value $42,778.

    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 29,073 shares
    Change vs previous 13F -19,849 shares

    <0.01% of the 13F portfolio, value $1,422,833.

    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 48,922 shares
    Change vs previous 13F +1,479 shares

    0.01% of the 13F portfolio, value $4,077,138.

    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 47,443 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $3,445,820.

    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 47,398 shares
    Change vs previous 13F +5,483 shares

    0.01% of the 13F portfolio, value $4,384,753.

    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 41,915 shares
    Change vs previous 13F +4,224 shares

    0.01% of the 13F portfolio, value $4,088,804.

    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 37,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,475,854.

    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).