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Disclosery

ASSETMARK, INC: DOCS position timeline

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

ASSETMARK, INC held 14,490 DOCS 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 14,490 shares
    Change vs previous 13F +655 shares

    <0.01% of the 13F portfolio, value $300,523.

    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 13,835 shares
    Change vs previous 13F -18,710 shares

    <0.01% of the 13F portfolio, value $322,356.

    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 32,545 shares
    Change vs previous 13F -1,258 shares

    <0.01% of the 13F portfolio, value $1,441,093.

    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 33,803 shares
    Change vs previous 13F +1,728 shares

    0.01% of the 13F portfolio, value $2,472,689.

    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 32,075 shares
    Change vs previous 13F +10,380 shares

    <0.01% of the 13F portfolio, value $1,967,481.

    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 21,695 shares
    Change vs previous 13F +11,133 shares

    <0.01% of the 13F portfolio, value $1,258,961.

    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 10,562 shares
    Change vs previous 13F +10,529 shares

    <0.01% of the 13F portfolio, value $563,905.

    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 33 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,438.

    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).