Skip to content
Disclosery

ASSETMARK, INC: BMY position timeline

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

ASSETMARK, INC held 153,878 BMY 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 153,878 shares
    Change vs previous 13F +9,041 shares

    0.02% of the 13F portfolio, value $8,866,456.

    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 144,837 shares
    Change vs previous 13F -24,825 shares

    0.02% of the 13F portfolio, value $8,784,391.

    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 169,662 shares
    Change vs previous 13F -70,960 shares

    0.02% of the 13F portfolio, value $9,151,552.

    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 240,622 shares
    Change vs previous 13F +34,057 shares

    0.02% of the 13F portfolio, value $10,852,060.

    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 206,565 shares
    Change vs previous 13F -57,008 shares

    0.02% of the 13F portfolio, value $9,561,911.

    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 263,573 shares
    Change vs previous 13F +3,952 shares

    0.04% of the 13F portfolio, value $16,075,297.

    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 259,621 shares
    Change vs previous 13F +60,954 shares

    0.04% of the 13F portfolio, value $14,684,148.

    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 198,667 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,279,031.

    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).