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Disclosery

ASSETMARK, INC: BKR position timeline

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

ASSETMARK, INC held 22,292 BKR 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 22,292 shares
    Change vs previous 13F +2,385 shares

    <0.01% of the 13F portfolio, value $1,237,187.

    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 19,907 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $1,215,303.

    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 20,079 shares
    Change vs previous 13F -6,749 shares

    <0.01% of the 13F portfolio, value $914,410.

    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 26,828 shares
    Change vs previous 13F -4,447 shares

    <0.01% of the 13F portfolio, value $1,307,082.

    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 31,275 shares
    Change vs previous 13F +4,395 shares

    <0.01% of the 13F portfolio, value $1,199,069.

    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 26,880 shares
    Change vs previous 13F +3,161 shares

    <0.01% of the 13F portfolio, value $1,181,391.

    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 23,719 shares
    Change vs previous 13F +3,556 shares

    <0.01% of the 13F portfolio, value $972,965.

    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 20,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $728,901.

    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).