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Disclosery

ASSETMARK, INC: BX position timeline

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

ASSETMARK, INC held 57,382 BX 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 57,382 shares
    Change vs previous 13F +4,529 shares

    0.01% of the 13F portfolio, value $6,752,105.

    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 52,853 shares
    Change vs previous 13F -13,625 shares

    0.01% of the 13F portfolio, value $6,077,548.

    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 66,478 shares
    Change vs previous 13F -10,259 shares

    0.02% of the 13F portfolio, value $10,246,995.

    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 76,737 shares
    Change vs previous 13F +1,339 shares

    0.03% of the 13F portfolio, value $13,110,493.

    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 75,398 shares
    Change vs previous 13F +6,740 shares

    0.03% of the 13F portfolio, value $11,278,078.

    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 68,658 shares
    Change vs previous 13F +3,186 shares

    0.03% of the 13F portfolio, value $9,597,035.

    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 65,472 shares
    Change vs previous 13F +5,290 shares

    0.03% of the 13F portfolio, value $11,288,649.

    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 60,182 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,215,609.

    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).