Skip to content
Disclosery

ASSETMARK, INC: COST position timeline

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

ASSETMARK, INC held 64,684 COST 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 64,684 shares
    Change vs previous 13F -1,424 shares

    0.1% of the 13F portfolio, value $60,509,574.

    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 66,108 shares
    Change vs previous 13F +9,153 shares

    0.13% of the 13F portfolio, value $65,872,042.

    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 56,955 shares
    Change vs previous 13F +2,897 shares

    0.1% of the 13F portfolio, value $49,114,354.

    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 54,058 shares
    Change vs previous 13F -1,963 shares

    0.11% of the 13F portfolio, value $50,038,152.

    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 56,021 shares
    Change vs previous 13F +8,873 shares

    0.13% of the 13F portfolio, value $55,457,260.

    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 47,148 shares
    Change vs previous 13F +4,846 shares

    0.12% of the 13F portfolio, value $44,592,101.

    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 42,302 shares
    Change vs previous 13F +2,671 shares

    0.11% of the 13F portfolio, value $38,760,141.

    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 39,631 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,133,576.

    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).