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Disclosery

ASSETMARK, INC: COIN position timeline

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

ASSETMARK, INC held 5,724 COIN 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 5,724 shares
    Change vs previous 13F +1,030 shares

    <0.01% of the 13F portfolio, value $836,818.

    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 4,694 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $819,651.

    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 5,583 shares
    Change vs previous 13F +417 shares

    <0.01% of the 13F portfolio, value $1,262,645.

    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 5,166 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $1,743,630.

    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 4,497 shares
    Change vs previous 13F -3,723 shares

    <0.01% of the 13F portfolio, value $1,576,218.

    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 8,220 shares
    Change vs previous 13F +4,563 shares

    <0.01% of the 13F portfolio, value $1,415,762.

    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 3,657 shares
    Change vs previous 13F +778 shares

    <0.01% of the 13F portfolio, value $908,033.

    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 2,879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $512,951.

    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).