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Disclosery

ASSETMARK, INC: DORM position timeline

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

ASSETMARK, INC held 9,858 DORM 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 9,858 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $1,345,124.

    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 9,967 shares
    Change vs previous 13F -1,393 shares

    <0.01% of the 13F portfolio, value $1,040,156.

    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 11,360 shares
    Change vs previous 13F -1,461 shares

    <0.01% of the 13F portfolio, value $1,399,438.

    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 12,821 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $1,998,537.

    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 12,806 shares
    Change vs previous 13F -421 shares

    <0.01% of the 13F portfolio, value $1,570,912.

    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 13,227 shares
    Change vs previous 13F +5,159 shares

    <0.01% of the 13F portfolio, value $1,594,383.

    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 8,068 shares
    Change vs previous 13F +799 shares

    <0.01% of the 13F portfolio, value $1,045,209.

    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 7,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $822,269.

    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).