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Disclosery

ASSETMARK, INC: DHR position timeline

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

ASSETMARK, INC held 46,092 DHR 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 46,092 shares
    Change vs previous 13F -2,255 shares

    0.02% of the 13F portfolio, value $8,779,590.

    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 48,347 shares
    Change vs previous 13F +246 shares

    0.02% of the 13F portfolio, value $9,166,538.

    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 48,101 shares
    Change vs previous 13F -1,305 shares

    0.02% of the 13F portfolio, value $11,011,215.

    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 49,406 shares
    Change vs previous 13F +1,942 shares

    0.02% of the 13F portfolio, value $9,795,197.

    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 47,464 shares
    Change vs previous 13F +5,843 shares

    0.02% of the 13F portfolio, value $9,376,043.

    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 41,621 shares
    Change vs previous 13F -28,683 shares

    0.02% of the 13F portfolio, value $8,532,340.

    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 70,304 shares
    Change vs previous 13F +3,070 shares

    0.04% of the 13F portfolio, value $16,138,275.

    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 67,234 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,692,288.

    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).