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Disclosery

ASSETMARK, INC: DES position timeline

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

ASSETMARK, INC held 286,502 DES 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 286,502 shares
    Change vs previous 13F +68,741 shares

    0.02% of the 13F portfolio, value $11,654,901.

    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 217,761 shares
    Change vs previous 13F -4,860 shares

    0.02% of the 13F portfolio, value $7,826,330.

    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 222,621 shares
    Change vs previous 13F +5,451 shares

    0.02% of the 13F portfolio, value $7,446,672.

    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 217,170 shares
    Change vs previous 13F -1,690 shares

    0.02% of the 13F portfolio, value $7,314,286.

    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 218,860 shares
    Change vs previous 13F -4,558 shares

    0.02% of the 13F portfolio, value $6,950,991.

    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 223,418 shares
    Change vs previous 13F -4,372 shares

    0.02% of the 13F portfolio, value $7,140,427.

    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 227,790 shares
    Change vs previous 13F -1,637 shares

    0.02% of the 13F portfolio, value $7,824,601.

    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 229,427 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,912,942.

    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).