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Disclosery

ASSETMARK, INC: BRBR position timeline

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

ASSETMARK, INC held 169 BRBR 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 169 shares
    Change vs previous 13F -2,807 shares

    <0.01% of the 13F portfolio, value $2,187.

    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 2,976 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $47,884.

    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 3,257 shares
    Change vs previous 13F +1,977 shares

    <0.01% of the 13F portfolio, value $87,060.

    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 1,280 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $46,528.

    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 1,489 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $86,258.

    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 1,475 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $109,829.

    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 1,582 shares
    Change vs previous 13F -365 shares

    <0.01% of the 13F portfolio, value $119,188.

    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 1,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $118,222.

    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).