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Disclosery

ASSETMARK, INC: CDNS position timeline

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

ASSETMARK, INC held 111,122 CDNS 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 111,122 shares
    Change vs previous 13F -335 shares

    0.07% of the 13F portfolio, value $41,706,460.

    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 111,457 shares
    Change vs previous 13F +2,755 shares

    0.06% of the 13F portfolio, value $30,970,669.

    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 108,702 shares
    Change vs previous 13F -4,732 shares

    0.07% of the 13F portfolio, value $33,978,088.

    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 113,434 shares
    Change vs previous 13F -3,403 shares

    0.09% of the 13F portfolio, value $39,844,942.

    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 116,837 shares
    Change vs previous 13F -68,922 shares

    0.08% of the 13F portfolio, value $36,003,176.

    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 185,759 shares
    Change vs previous 13F -3,526 shares

    0.13% of the 13F portfolio, value $47,244,076.

    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 189,285 shares
    Change vs previous 13F +3,315 shares

    0.15% of the 13F portfolio, value $56,872,558.

    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 185,970 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $50,403,573.

    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).