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Disclosery

ASSETMARK, INC: CRM position timeline

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

ASSETMARK, INC held 138,919 CRM 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 138,919 shares
    Change vs previous 13F -2,239 shares

    0.04% of the 13F portfolio, value $21,763,035.

    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 141,158 shares
    Change vs previous 13F +6,076 shares

    0.05% of the 13F portfolio, value $26,349,953.

    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 135,082 shares
    Change vs previous 13F -21,780 shares

    0.07% of the 13F portfolio, value $35,784,448.

    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 156,862 shares
    Change vs previous 13F -29,517 shares

    0.08% of the 13F portfolio, value $37,176,258.

    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 186,379 shares
    Change vs previous 13F -1,555 shares

    0.12% of the 13F portfolio, value $50,823,804.

    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 187,934 shares
    Change vs previous 13F +13,694 shares

    0.14% of the 13F portfolio, value $50,433,850.

    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 174,240 shares
    Change vs previous 13F +42,903 shares

    0.16% of the 13F portfolio, value $58,253,630.

    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 131,337 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,948,333.

    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).