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Disclosery

ASSETMARK, INC: BDX position timeline

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

ASSETMARK, INC held 437,422 BDX 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 437,422 shares
    Change vs previous 13F +81,973 shares

    0.11% of the 13F portfolio, value $66,195,056.

    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 355,449 shares
    Change vs previous 13F +84,539 shares

    0.11% of the 13F portfolio, value $55,887,175.

    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 270,910 shares
    Change vs previous 13F +44,943 shares

    0.11% of the 13F portfolio, value $52,575,480.

    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 225,967 shares
    Change vs previous 13F +74,795 shares

    0.09% of the 13F portfolio, value $42,294,189.

    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 151,172 shares
    Change vs previous 13F +80,794 shares

    0.06% of the 13F portfolio, value $26,039,417.

    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 70,378 shares
    Change vs previous 13F +19,198 shares

    0.04% of the 13F portfolio, value $16,120,887.

    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 51,180 shares
    Change vs previous 13F +17,292 shares

    0.03% of the 13F portfolio, value $11,611,295.

    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 33,888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,170,312.

    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).