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Disclosery

ASSETMARK, INC: DFCF position timeline

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

ASSETMARK, INC held 597,541 DFCF 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 597,541 shares
    Change vs previous 13F +45,397 shares

    0.04% of the 13F portfolio, value $25,222,208.

    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 552,144 shares
    Change vs previous 13F -16,978 shares

    0.05% of the 13F portfolio, value $23,311,529.

    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 569,122 shares
    Change vs previous 13F -14,121 shares

    0.05% of the 13F portfolio, value $24,221,819.

    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 583,243 shares
    Change vs previous 13F -7,829 shares

    0.05% of the 13F portfolio, value $24,939,489.

    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 591,072 shares
    Change vs previous 13F -49,333 shares

    0.06% of the 13F portfolio, value $24,978,665.

    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 640,405 shares
    Change vs previous 13F -17,166 shares

    0.07% of the 13F portfolio, value $26,935,437.

    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 657,571 shares
    Change vs previous 13F -6,930 shares

    0.07% of the 13F portfolio, value $27,137,952.

    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 664,501 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,699,801.

    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).