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Disclosery

ASSETMARK, INC: BWXT position timeline

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

ASSETMARK, INC held 19,048 BWXT 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 19,048 shares
    Change vs previous 13F -1,216 shares

    0.01% of the 13F portfolio, value $3,707,693.

    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 20,264 shares
    Change vs previous 13F -2,194 shares

    0.01% of the 13F portfolio, value $4,143,785.

    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 22,458 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $3,881,641.

    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 23,458 shares
    Change vs previous 13F -1,373 shares

    0.01% of the 13F portfolio, value $4,324,951.

    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 24,831 shares
    Change vs previous 13F -9,295 shares

    0.01% of the 13F portfolio, value $3,577,154.

    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 34,126 shares
    Change vs previous 13F +959 shares

    0.01% of the 13F portfolio, value $3,366,530.

    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 33,167 shares
    Change vs previous 13F +1,081 shares

    0.01% of the 13F portfolio, value $3,694,472.

    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 32,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,487,748.

    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).