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Disclosery

ASSETMARK, INC: AVY position timeline

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

ASSETMARK, INC held 263 AVY 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 263 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $42,721.

    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 893 shares
    Change vs previous 13F -461 shares

    <0.01% of the 13F portfolio, value $154,241.

    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 1,354 shares
    Change vs previous 13F +335 shares

    <0.01% of the 13F portfolio, value $246,315.

    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 1,019 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $165,285.

    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 1,588 shares
    Change vs previous 13F +1,446 shares

    <0.01% of the 13F portfolio, value $278,723.

    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 142 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $25,218.

    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 397 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $74,292.

    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 324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,526.

    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).