Skip to content
Disclosery

ASSETMARK, INC: EW position timeline

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

ASSETMARK, INC held 6,544 EW 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 6,544 shares
    Change vs previous 13F +1,056 shares

    <0.01% of the 13F portfolio, value $591,986.

    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 5,488 shares
    Change vs previous 13F +1,235 shares

    <0.01% of the 13F portfolio, value $439,493.

    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 4,253 shares
    Change vs previous 13F +1,164 shares

    <0.01% of the 13F portfolio, value $362,583.

    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 3,089 shares
    Change vs previous 13F +354 shares

    <0.01% of the 13F portfolio, value $240,245.

    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 2,735 shares
    Change vs previous 13F +2,120 shares

    <0.01% of the 13F portfolio, value $213,904.

    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 615 shares
    Change vs previous 13F -467 shares

    <0.01% of the 13F portfolio, value $44,575.

    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 1,082 shares
    Change vs previous 13F +960 shares

    <0.01% of the 13F portfolio, value $80,100.

    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 122 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,051.

    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).