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Disclosery

ASSETMARK, INC: DFAX position timeline

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

ASSETMARK, INC held 2,814,600 DFAX 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 2,814,600 shares
    Change vs previous 13F -60,890 shares

    0.18% of the 13F portfolio, value $103,689,874.

    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 2,875,490 shares
    Change vs previous 13F -15,955 shares

    0.2% of the 13F portfolio, value $97,680,408.

    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 2,891,445 shares
    Change vs previous 13F -13,869 shares

    0.19% of the 13F portfolio, value $94,636,987.

    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 2,905,314 shares
    Change vs previous 13F +28,602 shares

    0.2% of the 13F portfolio, value $91,168,767.

    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 2,876,712 shares
    Change vs previous 13F -817,438 shares

    0.2% of the 13F portfolio, value $84,489,042.

    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 3,694,150 shares
    Change vs previous 13F -24,041 shares

    0.27% of the 13F portfolio, value $96,786,732.

    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 3,718,191 shares
    Change vs previous 13F +66,158 shares

    0.25% of the 13F portfolio, value $92,434,237.

    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 3,652,033 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $98,641,401.

    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).