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Disclosery

ASSETMARK, INC: BSV position timeline

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

ASSETMARK, INC held 1,350,385 BSV 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 1,350,385 shares
    Change vs previous 13F +1,039,692 shares

    0.18% of the 13F portfolio, value $105,208,491.

    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 310,693 shares
    Change vs previous 13F +5,700 shares

    0.05% of the 13F portfolio, value $24,361,462.

    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 304,993 shares
    Change vs previous 13F -39,272 shares

    0.05% of the 13F portfolio, value $24,036,519.

    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 344,265 shares
    Change vs previous 13F -58,995 shares

    0.06% of the 13F portfolio, value $27,165,979.

    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 403,260 shares
    Change vs previous 13F +334,178 shares

    0.07% of the 13F portfolio, value $31,736,561.

    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 69,082 shares
    Change vs previous 13F -23,006 shares

    0.01% of the 13F portfolio, value $5,407,774.

    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 92,088 shares
    Change vs previous 13F +83,279 shares

    0.02% of the 13F portfolio, value $7,115,629.

    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 8,809 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $693,180.

    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).