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Disclosery

ASSETMARK, INC: BWX position timeline

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

ASSETMARK, INC held 233,512 BWX 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 233,512 shares
    Change vs previous 13F +26,915 shares

    0.01% of the 13F portfolio, value $5,062,545.

    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 206,597 shares
    Change vs previous 13F +6,079 shares

    0.01% of the 13F portfolio, value $4,534,803.

    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 200,518 shares
    Change vs previous 13F +162,182 shares

    0.01% of the 13F portfolio, value $4,517,672.

    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 38,336 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $881,737.

    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 38,320 shares
    Change vs previous 13F -72,337 shares

    <0.01% of the 13F portfolio, value $900,144.

    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 110,657 shares
    Change vs previous 13F +392 shares

    0.01% of the 13F portfolio, value $2,418,955.

    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 110,265 shares
    Change vs previous 13F -589 shares

    0.01% of the 13F portfolio, value $2,358,563.

    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 110,854 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,589,554.

    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).