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Disclosery

ASSETMARK, INC: CAH position timeline

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

ASSETMARK, INC held 102,465 CAH 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 102,465 shares
    Change vs previous 13F -3,305 shares

    0.04% of the 13F portfolio, value $24,341,501.

    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 105,770 shares
    Change vs previous 13F +27,631 shares

    0.05% of the 13F portfolio, value $22,350,183.

    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 78,139 shares
    Change vs previous 13F +9,823 shares

    0.03% of the 13F portfolio, value $16,057,609.

    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 68,316 shares
    Change vs previous 13F -11,101 shares

    0.02% of the 13F portfolio, value $10,722,902.

    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 79,417 shares
    Change vs previous 13F +1,989 shares

    0.03% of the 13F portfolio, value $13,342,117.

    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 77,428 shares
    Change vs previous 13F +19,473 shares

    0.03% of the 13F portfolio, value $10,667,209.

    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 57,955 shares
    Change vs previous 13F +20,394 shares

    0.02% of the 13F portfolio, value $6,854,293.

    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 37,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,151,199.

    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).