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Disclosery

ASSETMARK, INC: BBMC position timeline

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

ASSETMARK, INC held 140 BBMC 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 140 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,801.

    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 140 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $15,177.

    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 148 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $15,780.

    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 152 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $15,808.

    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 166 shares
    Change vs previous 13F -19,682 shares

    <0.01% of the 13F portfolio, value $16,177.

    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 19,848 shares
    Change vs previous 13F -74,232 shares

    <0.01% of the 13F portfolio, value $1,788,720.

    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 94,080 shares
    Change vs previous 13F +74,374 shares

    0.02% of the 13F portfolio, value $9,053,319.

    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 19,706 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,861,645.

    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).