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Disclosery

ASSETMARK, INC: BIO position timeline

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

ASSETMARK, INC held 44,277 BIO 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 44,277 shares
    Change vs previous 13F +5,288 shares

    0.02% of the 13F portfolio, value $13,000,170.

    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 38,989 shares
    Change vs previous 13F +6,224 shares

    0.02% of the 13F portfolio, value $10,868,184.

    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 32,765 shares
    Change vs previous 13F +3,957 shares

    0.02% of the 13F portfolio, value $9,927,467.

    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 28,808 shares
    Change vs previous 13F +7,633 shares

    0.02% of the 13F portfolio, value $8,077,475.

    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 21,175 shares
    Change vs previous 13F +12,023 shares

    0.01% of the 13F portfolio, value $5,109,951.

    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 9,152 shares
    Change vs previous 13F +1,242 shares

    0.01% of the 13F portfolio, value $2,229,061.

    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 7,910 shares
    Change vs previous 13F +7,605 shares

    0.01% of the 13F portfolio, value $2,598,514.

    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 305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,047.

    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).