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Disclosery

ASSETMARK, INC: DFAU position timeline

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

ASSETMARK, INC held 298,918 DFAU 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 298,918 shares
    Change vs previous 13F +12,296 shares

    0.03% of the 13F portfolio, value $15,451,063.

    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 286,622 shares
    Change vs previous 13F +317 shares

    0.03% of the 13F portfolio, value $12,932,395.

    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 286,305 shares
    Change vs previous 13F -8,329 shares

    0.03% of the 13F portfolio, value $13,399,059.

    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 294,634 shares
    Change vs previous 13F -13,458 shares

    0.03% of the 13F portfolio, value $13,482,447.

    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 308,092 shares
    Change vs previous 13F -126,050 shares

    0.03% of the 13F portfolio, value $13,050,787.

    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 434,142 shares
    Change vs previous 13F -19,910 shares

    0.05% of the 13F portfolio, value $16,688,432.

    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 454,052 shares
    Change vs previous 13F -10,568 shares

    0.05% of the 13F portfolio, value $18,384,579.

    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 464,620 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,440,780.

    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).