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Disclosery

ASSETMARK, INC: BP position timeline

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

ASSETMARK, INC held 230,962 BP 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 230,962 shares
    Change vs previous 13F +4,114 shares

    0.01% of the 13F portfolio, value $8,534,036.

    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 226,848 shares
    Change vs previous 13F +6,740 shares

    0.02% of the 13F portfolio, value $10,661,837.

    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 220,108 shares
    Change vs previous 13F +7,384 shares

    0.02% of the 13F portfolio, value $7,644,360.

    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 212,724 shares
    Change vs previous 13F -66,480 shares

    0.02% of the 13F portfolio, value $7,330,460.

    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 279,204 shares
    Change vs previous 13F -48,774 shares

    0.02% of the 13F portfolio, value $8,356,585.

    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 327,978 shares
    Change vs previous 13F +12,998 shares

    0.03% of the 13F portfolio, value $11,082,374.

    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 314,980 shares
    Change vs previous 13F +25,941 shares

    0.03% of the 13F portfolio, value $9,310,807.

    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 289,039 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,072,938.

    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).