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Disclosery

ASSETMARK, INC: BAX position timeline

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

ASSETMARK, INC held 261,982 BAX 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 261,982 shares
    Change vs previous 13F +30,925 shares

    0.01% of the 13F portfolio, value $5,585,454.

    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 231,057 shares
    Change vs previous 13F +43,834 shares

    0.01% of the 13F portfolio, value $3,881,758.

    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 187,223 shares
    Change vs previous 13F +21,196 shares

    0.01% of the 13F portfolio, value $3,577,832.

    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 166,027 shares
    Change vs previous 13F +42,932 shares

    0.01% of the 13F portfolio, value $3,780,435.

    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 123,095 shares
    Change vs previous 13F -560 shares

    0.01% of the 13F portfolio, value $3,727,303.

    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 123,655 shares
    Change vs previous 13F +19,629 shares

    0.01% of the 13F portfolio, value $4,232,711.

    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 104,026 shares
    Change vs previous 13F +2,873 shares

    0.01% of the 13F portfolio, value $3,033,398.

    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 101,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,840,779.

    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).