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Disclosery

ASSETMARK, INC: BFH position timeline

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

ASSETMARK, INC held 157,703 BFH 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 157,703 shares
    Change vs previous 13F -885 shares

    0.03% of the 13F portfolio, value $17,087,144.

    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 158,588 shares
    Change vs previous 13F +9,042 shares

    0.02% of the 13F portfolio, value $11,876,657.

    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 149,546 shares
    Change vs previous 13F +35,715 shares

    0.02% of the 13F portfolio, value $11,070,868.

    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 113,831 shares
    Change vs previous 13F +2,998 shares

    0.01% of the 13F portfolio, value $6,348,380.

    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 110,833 shares
    Change vs previous 13F -6,556 shares

    0.01% of the 13F portfolio, value $6,330,792.

    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 117,389 shares
    Change vs previous 13F +13,990 shares

    0.02% of the 13F portfolio, value $5,878,842.

    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 103,399 shares
    Change vs previous 13F +5,320 shares

    0.02% of the 13F portfolio, value $6,313,570.

    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 98,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,666,599.

    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).