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Disclosery

ASSETMARK, INC: BNY position timeline

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

ASSETMARK, INC held 303,879 BNY 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 303,879 shares
    Change vs previous 13F +36,244 shares

    0.08% of the 13F portfolio, value $43,943,904.

    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 267,635 shares
    Change vs previous 13F -1,628 shares

    0.06% of the 13F portfolio, value $31,749,493.

    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 269,263 shares
    Change vs previous 13F +85,135 shares

    0.06% of the 13F portfolio, value $31,258,798.

    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 184,128 shares
    Change vs previous 13F +41,473 shares

    0.04% of the 13F portfolio, value $20,062,602.

    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 142,655 shares
    Change vs previous 13F +71,694 shares

    0.03% of the 13F portfolio, value $12,997,303.

    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 70,961 shares
    Change vs previous 13F +12,137 shares

    0.02% of the 13F portfolio, value $5,951,460.

    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 58,824 shares
    Change vs previous 13F +56,955 shares

    0.01% of the 13F portfolio, value $4,519,441.

    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 1,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,286.

    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).