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Disclosery

ASSETMARK, INC: BF-B position timeline

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

ASSETMARK, INC held 32,825 BF-B 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 32,825 shares
    Change vs previous 13F +8,170 shares

    <0.01% of the 13F portfolio, value $874,797.

    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 24,655 shares
    Change vs previous 13F -1,786 shares

    <0.01% of the 13F portfolio, value $651,885.

    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 26,441 shares
    Change vs previous 13F +14,050 shares

    <0.01% of the 13F portfolio, value $689,054.

    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 12,391 shares
    Change vs previous 13F +4,647 shares

    <0.01% of the 13F portfolio, value $335,553.

    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 7,744 shares
    Change vs previous 13F +654 shares

    <0.01% of the 13F portfolio, value $208,389.

    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 7,090 shares
    Change vs previous 13F +3,027 shares

    <0.01% of the 13F portfolio, value $240,635.

    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 4,063 shares
    Change vs previous 13F +2,298 shares

    <0.01% of the 13F portfolio, value $154,313.

    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 1,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,838.

    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).