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Disclosery

ASSETMARK, INC: BBIN position timeline

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

ASSETMARK, INC held 432,921 BBIN 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 432,921 shares
    Change vs previous 13F -5,629 shares

    0.06% of the 13F portfolio, value $33,802,490.

    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 438,550 shares
    Change vs previous 13F -19,302 shares

    0.07% of the 13F portfolio, value $32,066,791.

    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 457,852 shares
    Change vs previous 13F +40,956 shares

    0.07% of the 13F portfolio, value $33,111,871.

    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 416,896 shares
    Change vs previous 13F +88,700 shares

    0.06% of the 13F portfolio, value $29,236,931.

    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 328,196 shares
    Change vs previous 13F +35,355 shares

    0.05% of the 13F portfolio, value $22,153,244.

    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 292,841 shares
    Change vs previous 13F -41,982 shares

    0.05% of the 13F portfolio, value $18,011,198.

    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 334,823 shares
    Change vs previous 13F -97,932 shares

    0.05% of the 13F portfolio, value $19,118,405.

    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 432,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,267,905.

    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).