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Disclosery

ASSETMARK, INC: CAPE position timeline

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

ASSETMARK, INC held 0 CAPE shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -145 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 145 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,674.

    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).

  3. period ended2025-09-30
    13F 145 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,724.

    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).

  4. period ended2025-06-30
    13F 145 shares
    Change vs previous 13F +143 shares

    <0.01% of the 13F portfolio, value $4,612.

    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).

  5. period ended2025-03-31
    13F 2 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $61.

    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).

  6. period ended2024-12-31
    13F 145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,345.

    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).