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Disclosery

ASSETMARK, INC: DWX position timeline

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

ASSETMARK, INC held 5,453 DWX 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 5,453 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $250,618.

    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 5,506 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $251,084.

    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 5,527 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $242,830.

    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 5,793 shares
    Change vs previous 13F -328 shares

    <0.01% of the 13F portfolio, value $247,361.

    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 6,121 shares
    Change vs previous 13F -193,115 shares

    <0.01% of the 13F portfolio, value $258,000.

    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 199,236 shares
    Change vs previous 13F -2,550 shares

    0.02% of the 13F portfolio, value $7,642,693.

    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 201,786 shares
    Change vs previous 13F +1,818 shares

    0.02% of the 13F portfolio, value $7,054,431.

    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 199,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,677,989.

    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).