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Disclosery

ASSETMARK, INC: BUFR position timeline

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

ASSETMARK, INC held 23,322 BUFR 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 23,322 shares
    Change vs previous 13F +3,480 shares

    <0.01% of the 13F portfolio, value $851,953.

    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 19,842 shares
    Change vs previous 13F +754 shares

    <0.01% of the 13F portfolio, value $670,064.

    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 19,088 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $653,955.

    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 18,627 shares
    Change vs previous 13F +1,499 shares

    <0.01% of the 13F portfolio, value $622,514.

    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 17,128 shares
    Change vs previous 13F +12,914 shares

    <0.01% of the 13F portfolio, value $544,670.

    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 4,214 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $125,114.

    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 3,544 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $107,986.

    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 3,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,210.

    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).