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Disclosery

ASSETMARK, INC: CATY position timeline

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

ASSETMARK, INC held 1,282 CATY 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 1,282 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $79,471.

    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 1,282 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $63,921.

    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 1,219 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $58,987.

    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 1,041 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $49,978.

    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 1,044 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $47,533.

    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 976 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,997.

    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 976 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $46,467.

    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 969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,619.

    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).