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Disclosery

ASSETMARK, INC: BBUS position timeline

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

ASSETMARK, INC held 627,996 BBUS 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 627,996 shares
    Change vs previous 13F +57,748 shares

    0.15% of the 13F portfolio, value $84,603,621.

    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 570,248 shares
    Change vs previous 13F +14,870 shares

    0.14% of the 13F portfolio, value $66,821,668.

    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 555,378 shares
    Change vs previous 13F +7,272 shares

    0.14% of the 13F portfolio, value $68,483,631.

    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 548,106 shares
    Change vs previous 13F +82,848 shares

    0.14% of the 13F portfolio, value $66,134,470.

    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 465,258 shares
    Change vs previous 13F -52,812 shares

    0.12% of the 13F portfolio, value $52,071,675.

    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 518,070 shares
    Change vs previous 13F +3,347 shares

    0.14% of the 13F portfolio, value $52,268,082.

    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 514,723 shares
    Change vs previous 13F -41,190 shares

    0.15% of the 13F portfolio, value $54,519,460.

    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 555,913 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $57,581,469.

    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).