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Disclosery

ASSETMARK, INC: BKLN position timeline

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

ASSETMARK, INC held 4,377,221 BKLN 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 4,377,221 shares
    Change vs previous 13F +778 shares

    0.15% of the 13F portfolio, value $89,163,989.

    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 4,376,443 shares
    Change vs previous 13F +350,878 shares

    0.18% of the 13F portfolio, value $89,323,192.

    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 4,025,565 shares
    Change vs previous 13F +713,410 shares

    0.17% of the 13F portfolio, value $84,536,861.

    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 3,312,155 shares
    Change vs previous 13F +263,235 shares

    0.15% of the 13F portfolio, value $69,323,395.

    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 3,048,920 shares
    Change vs previous 13F +361,626 shares

    0.15% of the 13F portfolio, value $63,783,404.

    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 2,687,294 shares
    Change vs previous 13F +541,057 shares

    0.15% of the 13F portfolio, value $55,626,983.

    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 2,146,237 shares
    Change vs previous 13F +552,705 shares

    0.12% of the 13F portfolio, value $45,221,210.

    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 1,593,532 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $33,480,104.

    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).