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Disclosery

ASSETMARK, INC: CWST position timeline

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

ASSETMARK, INC held 592 CWST 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 592 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $57,406.

    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 19 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $1,507.

    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 129 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $12,634.

    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 82 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $7,780.

    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 110 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $12,692.

    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 13 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,450.

    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 13 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,376.

    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).