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Disclosery

ASSETMARK, INC: ATO position timeline

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

ASSETMARK, INC held 97,684 ATO 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 97,684 shares
    Change vs previous 13F +8,395 shares

    0.03% of the 13F portfolio, value $16,828,064.

    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 89,289 shares
    Change vs previous 13F +2,278 shares

    0.03% of the 13F portfolio, value $16,493,450.

    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 87,011 shares
    Change vs previous 13F -23,306 shares

    0.03% of the 13F portfolio, value $14,585,607.

    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 110,317 shares
    Change vs previous 13F +3,115 shares

    0.04% of the 13F portfolio, value $18,836,563.

    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 107,202 shares
    Change vs previous 13F +23,326 shares

    0.04% of the 13F portfolio, value $16,520,944.

    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 83,876 shares
    Change vs previous 13F +9,083 shares

    0.04% of the 13F portfolio, value $12,965,543.

    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 74,793 shares
    Change vs previous 13F +18,161 shares

    0.03% of the 13F portfolio, value $10,416,379.

    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 56,632 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,855,487.

    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).