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Disclosery

ASSETMARK, INC: BALI position timeline

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

ASSETMARK, INC held 417,961 BALI 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 417,961 shares
    Change vs previous 13F +145,184 shares

    0.02% of the 13F portfolio, value $14,139,622.

    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 272,777 shares
    Change vs previous 13F +3,317 shares

    0.02% of the 13F portfolio, value $8,404,244.

    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 269,460 shares
    Change vs previous 13F -3,701 shares

    0.02% of the 13F portfolio, value $8,536,507.

    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 273,161 shares
    Change vs previous 13F -4,184 shares

    0.02% of the 13F portfolio, value $8,670,130.

    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 277,345 shares
    Change vs previous 13F +119,445 shares

    0.02% of the 13F portfolio, value $8,350,852.

    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 157,900 shares
    Change vs previous 13F -5,340 shares

    0.01% of the 13F portfolio, value $4,545,950.

    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 163,240 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,938,016.

    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).