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Disclosery

ASSETMARK, INC: BTI position timeline

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

ASSETMARK, INC held 667,907 BTI 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 667,907 shares
    Change vs previous 13F +27,801 shares

    0.07% of the 13F portfolio, value $41,249,906.

    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 640,106 shares
    Change vs previous 13F +82,219 shares

    0.08% of the 13F portfolio, value $37,426,992.

    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 557,887 shares
    Change vs previous 13F +23,141 shares

    0.06% of the 13F portfolio, value $31,587,543.

    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 534,746 shares
    Change vs previous 13F +2,328 shares

    0.06% of the 13F portfolio, value $28,384,324.

    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 532,418 shares
    Change vs previous 13F +388,919 shares

    0.06% of the 13F portfolio, value $25,199,350.

    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 143,499 shares
    Change vs previous 13F -10,735 shares

    0.02% of the 13F portfolio, value $5,936,567.

    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 154,234 shares
    Change vs previous 13F -15,928 shares

    0.02% of the 13F portfolio, value $5,601,780.

    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 170,162 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,224,514.

    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).