Skip to content
Disclosery

ASSETMARK, INC: DTE position timeline

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

ASSETMARK, INC held 31,872 DTE 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 31,872 shares
    Change vs previous 13F +6,382 shares

    0.01% of the 13F portfolio, value $4,856,401.

    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 25,490 shares
    Change vs previous 13F +20,709 shares

    0.01% of the 13F portfolio, value $3,727,200.

    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 4,781 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $616,595.

    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 4,485 shares
    Change vs previous 13F +429 shares

    <0.01% of the 13F portfolio, value $634,245.

    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 4,056 shares
    Change vs previous 13F +923 shares

    <0.01% of the 13F portfolio, value $537,315.

    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 3,133 shares
    Change vs previous 13F -402 shares

    <0.01% of the 13F portfolio, value $433,200.

    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 3,535 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $426,851.

    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 3,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $405,005.

    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).