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Disclosery

ASSETMARK, INC: CPRT position timeline

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

ASSETMARK, INC held 597,919 CPRT 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 597,919 shares
    Change vs previous 13F -16,973 shares

    0.03% of the 13F portfolio, value $16,855,334.

    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 614,892 shares
    Change vs previous 13F +107,637 shares

    0.04% of the 13F portfolio, value $20,414,411.

    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 507,255 shares
    Change vs previous 13F +34,410 shares

    0.04% of the 13F portfolio, value $19,859,029.

    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 472,845 shares
    Change vs previous 13F +107,160 shares

    0.05% of the 13F portfolio, value $21,263,835.

    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 365,685 shares
    Change vs previous 13F -102,874 shares

    0.04% of the 13F portfolio, value $17,944,158.

    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 468,559 shares
    Change vs previous 13F +37,670 shares

    0.07% of the 13F portfolio, value $26,515,748.

    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 430,889 shares
    Change vs previous 13F +139,449 shares

    0.07% of the 13F portfolio, value $24,728,714.

    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 291,440 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,271,450.

    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).