Skip to content
Disclosery

ASSETMARK, INC: FBND position timeline

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

ASSETMARK, INC held 26,972 FBND 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 26,972 shares
    Change vs previous 13F +639 shares

    <0.01% of the 13F portfolio, value $1,226,956.

    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 26,333 shares
    Change vs previous 13F +473 shares

    <0.01% of the 13F portfolio, value $1,201,311.

    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 25,860 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $1,190,594.

    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 24,393 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $1,127,932.

    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 23,970 shares
    Change vs previous 13F +6,545 shares

    <0.01% of the 13F portfolio, value $1,096,628.

    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 17,425 shares
    Change vs previous 13F +3,865 shares

    <0.01% of the 13F portfolio, value $795,451.

    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 13,560 shares
    Change vs previous 13F -1,648 shares

    <0.01% of the 13F portfolio, value $608,437.

    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 15,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $710,822.

    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).