Skip to content
Disclosery

ASSETMARK, INC: DUK position timeline

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

ASSETMARK, INC held 138,356 DUK 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 138,356 shares
    Change vs previous 13F -3,115 shares

    0.03% of the 13F portfolio, value $17,513,078.

    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 141,471 shares
    Change vs previous 13F +17,802 shares

    0.04% of the 13F portfolio, value $18,524,273.

    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 123,669 shares
    Change vs previous 13F +15,775 shares

    0.03% of the 13F portfolio, value $14,495,287.

    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 107,894 shares
    Change vs previous 13F +23,736 shares

    0.03% of the 13F portfolio, value $13,351,862.

    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 84,158 shares
    Change vs previous 13F +36,854 shares

    0.02% of the 13F portfolio, value $9,930,630.

    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 47,304 shares
    Change vs previous 13F +9,042 shares

    0.02% of the 13F portfolio, value $5,769,623.

    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 38,262 shares
    Change vs previous 13F +19,792 shares

    0.01% of the 13F portfolio, value $4,122,360.

    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 18,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,129,588.

    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).