Skip to content
Disclosery

ASSETMARK, INC: D position timeline

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

ASSETMARK, INC held 173,368 D 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 173,368 shares
    Change vs previous 13F +5,968 shares

    0.02% of the 13F portfolio, value $11,839,303.

    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 167,400 shares
    Change vs previous 13F +22,399 shares

    0.02% of the 13F portfolio, value $10,348,644.

    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 145,001 shares
    Change vs previous 13F +85,986 shares

    0.02% of the 13F portfolio, value $8,495,581.

    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 59,015 shares
    Change vs previous 13F +17,990 shares

    0.01% of the 13F portfolio, value $3,609,956.

    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 41,025 shares
    Change vs previous 13F +20,248 shares

    0.01% of the 13F portfolio, value $2,318,715.

    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 20,777 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $1,164,951.

    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 20,661 shares
    Change vs previous 13F -8,131 shares

    <0.01% of the 13F portfolio, value $1,112,781.

    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 28,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,663,867.

    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).