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Disclosery

ASSETMARK, INC: BR position timeline

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

ASSETMARK, INC held 119,983 BR 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 119,983 shares
    Change vs previous 13F +42,363 shares

    0.03% of the 13F portfolio, value $16,431,707.

    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 77,620 shares
    Change vs previous 13F +34,658 shares

    0.03% of the 13F portfolio, value $12,611,636.

    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 42,962 shares
    Change vs previous 13F +9,914 shares

    0.02% of the 13F portfolio, value $9,587,877.

    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 33,048 shares
    Change vs previous 13F +8,272 shares

    0.02% of the 13F portfolio, value $7,871,081.

    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 24,776 shares
    Change vs previous 13F +13,668 shares

    0.01% of the 13F portfolio, value $6,021,382.

    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 11,108 shares
    Change vs previous 13F -332 shares

    0.01% of the 13F portfolio, value $2,693,194.

    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 11,440 shares
    Change vs previous 13F +10,773 shares

    0.01% of the 13F portfolio, value $2,586,397.

    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 667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $143,425.

    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).