Skip to content
Disclosery

ASSETMARK, INC: CMI position timeline

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

ASSETMARK, INC held 22,608 CMI 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 22,608 shares
    Change vs previous 13F -313 shares

    0.03% of the 13F portfolio, value $16,124,347.

    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 22,921 shares
    Change vs previous 13F -1,340 shares

    0.03% of the 13F portfolio, value $12,331,975.

    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 24,261 shares
    Change vs previous 13F -1,796 shares

    0.03% of the 13F portfolio, value $12,384,071.

    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 26,057 shares
    Change vs previous 13F -1,606 shares

    0.02% of the 13F portfolio, value $11,005,848.

    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 27,663 shares
    Change vs previous 13F +2,127 shares

    0.02% of the 13F portfolio, value $9,059,682.

    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 25,536 shares
    Change vs previous 13F +7,488 shares

    0.02% of the 13F portfolio, value $8,003,939.

    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 18,048 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $6,291,401.

    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 17,937 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,807,662.

    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).