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Disclosery

ASSETMARK, INC: DFAI position timeline

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

ASSETMARK, INC held 15,655 DFAI 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 15,655 shares
    Change vs previous 13F +1,098 shares

    <0.01% of the 13F portfolio, value $645,772.

    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 14,557 shares
    Change vs previous 13F +3,373 shares

    <0.01% of the 13F portfolio, value $567,149.

    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 11,184 shares
    Change vs previous 13F -637 shares

    <0.01% of the 13F portfolio, value $426,214.

    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 11,821 shares
    Change vs previous 13F +301 shares

    <0.01% of the 13F portfolio, value $429,681.

    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 11,520 shares
    Change vs previous 13F -5,746 shares

    <0.01% of the 13F portfolio, value $398,247.

    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 17,266 shares
    Change vs previous 13F -633 shares

    <0.01% of the 13F portfolio, value $539,211.

    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 17,899 shares
    Change vs previous 13F -2,333 shares

    <0.01% of the 13F portfolio, value $522,653.

    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 20,232 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $642,964.

    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).