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Disclosery

ASSETMARK, INC: ASX position timeline

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

ASSETMARK, INC held 17,962 ASX 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 17,962 shares
    Change vs previous 13F -5,392 shares

    <0.01% of the 13F portfolio, value $810,445.

    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 23,354 shares
    Change vs previous 13F -572 shares

    <0.01% of the 13F portfolio, value $506,315.

    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 23,926 shares
    Change vs previous 13F +20,180 shares

    <0.01% of the 13F portfolio, value $385,209.

    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 3,746 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $41,543.

    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 3,593 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $37,116.

    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 3,138 shares
    Change vs previous 13F -9,548 shares

    <0.01% of the 13F portfolio, value $27,489.

    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 12,686 shares
    Change vs previous 13F -16,964 shares

    <0.01% of the 13F portfolio, value $127,748.

    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 29,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $289,384.

    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).