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Disclosery

ASSETMARK, INC: BCC position timeline

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

ASSETMARK, INC held 62,917 BCC 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 62,917 shares
    Change vs previous 13F -5,290 shares

    0.01% of the 13F portfolio, value $4,884,256.

    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 68,207 shares
    Change vs previous 13F +5,465 shares

    0.01% of the 13F portfolio, value $5,173,500.

    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 62,742 shares
    Change vs previous 13F -8,267 shares

    0.01% of the 13F portfolio, value $4,617,800.

    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 71,009 shares
    Change vs previous 13F +11,014 shares

    0.01% of the 13F portfolio, value $5,490,395.

    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 59,995 shares
    Change vs previous 13F +8,111 shares

    0.01% of the 13F portfolio, value $5,208,734.

    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 51,884 shares
    Change vs previous 13F -2,965 shares

    0.01% of the 13F portfolio, value $5,089,338.

    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 54,849 shares
    Change vs previous 13F +327 shares

    0.02% of the 13F portfolio, value $6,519,374.

    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 54,522 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,686,519.

    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).