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Disclosery

ASSETMARK, INC: F position timeline

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

ASSETMARK, INC held 48,861 F 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 48,861 shares
    Change vs previous 13F +5,202 shares

    <0.01% of the 13F portfolio, value $679,171.

    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 43,659 shares
    Change vs previous 13F +4,200 shares

    <0.01% of the 13F portfolio, value $503,822.

    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 39,459 shares
    Change vs previous 13F +2,745 shares

    <0.01% of the 13F portfolio, value $517,700.

    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 36,714 shares
    Change vs previous 13F +4,590 shares

    <0.01% of the 13F portfolio, value $439,104.

    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 32,124 shares
    Change vs previous 13F +21,456 shares

    <0.01% of the 13F portfolio, value $348,547.

    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 10,668 shares
    Change vs previous 13F +3,646 shares

    <0.01% of the 13F portfolio, value $106,996.

    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 7,022 shares
    Change vs previous 13F -472 shares

    <0.01% of the 13F portfolio, value $69,514.

    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 7,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,137.

    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).