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Disclosery

ASSETMARK, INC: BRK-B position timeline

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

ASSETMARK, INC held 250,492 BRK-B 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 250,492 shares
    Change vs previous 13F -2,751 shares

    0.22% of the 13F portfolio, value $125,343,771.

    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 253,243 shares
    Change vs previous 13F +22,815 shares

    0.25% of the 13F portfolio, value $121,354,121.

    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 230,428 shares
    Change vs previous 13F +36,432 shares

    0.24% of the 13F portfolio, value $115,824,739.

    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 193,996 shares
    Change vs previous 13F +17,808 shares

    0.21% of the 13F portfolio, value $97,529,759.

    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 176,188 shares
    Change vs previous 13F +41,510 shares

    0.2% of the 13F portfolio, value $85,586,805.

    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 134,678 shares
    Change vs previous 13F +13,497 shares

    0.2% of the 13F portfolio, value $71,727,032.

    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 121,181 shares
    Change vs previous 13F +35,557 shares

    0.15% of the 13F portfolio, value $54,929,113.

    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 85,624 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $39,409,495.

    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).