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Disclosery

ASSETMARK, INC: CARR position timeline

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

ASSETMARK, INC held 334,627 CARR 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 334,627 shares
    Change vs previous 13F -74,187 shares

    0.04% of the 13F portfolio, value $24,544,889.

    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 408,814 shares
    Change vs previous 13F -2,301 shares

    0.05% of the 13F portfolio, value $23,020,303.

    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 411,115 shares
    Change vs previous 13F -53,433 shares

    0.04% of the 13F portfolio, value $21,723,315.

    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 464,548 shares
    Change vs previous 13F +26,003 shares

    0.06% of the 13F portfolio, value $27,733,494.

    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 438,545 shares
    Change vs previous 13F +41,044 shares

    0.08% of the 13F portfolio, value $32,097,079.

    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 397,501 shares
    Change vs previous 13F +66,964 shares

    0.07% of the 13F portfolio, value $25,201,567.

    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 330,537 shares
    Change vs previous 13F +32,871 shares

    0.06% of the 13F portfolio, value $22,562,472.

    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 297,666 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,959,108.

    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).