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Disclosery

ASSETMARK, INC: CCI position timeline

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

ASSETMARK, INC held 1,922 CCI 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 1,922 shares
    Change vs previous 13F -19,925 shares

    <0.01% of the 13F portfolio, value $145,527.

    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 21,847 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $1,776,405.

    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 22,166 shares
    Change vs previous 13F -480 shares

    <0.01% of the 13F portfolio, value $1,969,896.

    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 22,646 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $2,185,078.

    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 22,912 shares
    Change vs previous 13F +2,037 shares

    0.01% of the 13F portfolio, value $2,353,793.

    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 20,875 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $2,175,752.

    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 20,215 shares
    Change vs previous 13F +1,102 shares

    <0.01% of the 13F portfolio, value $1,834,732.

    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 19,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,267,383.

    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).