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Disclosery

ASSETMARK, INC: BJ position timeline

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

ASSETMARK, INC held 88,698 BJ 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 88,698 shares
    Change vs previous 13F +778 shares

    0.01% of the 13F portfolio, value $7,736,204.

    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 87,920 shares
    Change vs previous 13F +3,139 shares

    0.02% of the 13F portfolio, value $8,653,046.

    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 84,781 shares
    Change vs previous 13F +1,423 shares

    0.02% of the 13F portfolio, value $7,632,839.

    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 83,358 shares
    Change vs previous 13F +81,650 shares

    0.02% of the 13F portfolio, value $7,773,177.

    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 1,708 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $184,224.

    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 1,659 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $189,346.

    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 1,885 shares
    Change vs previous 13F -697 shares

    <0.01% of the 13F portfolio, value $168,467.

    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 2,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,002.

    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).