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Disclosery

ASSETMARK, INC: DSI position timeline

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

ASSETMARK, INC held 43,915 DSI 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 43,915 shares
    Change vs previous 13F -1,799 shares

    0.01% of the 13F portfolio, value $6,253,057.

    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 45,714 shares
    Change vs previous 13F -6,159 shares

    0.01% of the 13F portfolio, value $5,540,080.

    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 51,873 shares
    Change vs previous 13F +3,319 shares

    0.01% of the 13F portfolio, value $6,682,799.

    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 48,554 shares
    Change vs previous 13F +1,530 shares

    0.01% of the 13F portfolio, value $6,115,376.

    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 47,024 shares
    Change vs previous 13F +2,520 shares

    0.01% of the 13F portfolio, value $5,462,308.

    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 44,504 shares
    Change vs previous 13F +2,188 shares

    0.01% of the 13F portfolio, value $4,557,655.

    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 42,316 shares
    Change vs previous 13F +444 shares

    0.01% of the 13F portfolio, value $4,665,339.

    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 41,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,555,255.

    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).