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Disclosery

ASSETMARK, INC: FCNCA position timeline

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

ASSETMARK, INC held 2,228 FCNCA 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 2,228 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $4,636,002.

    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 2,147 shares
    Change vs previous 13F -733 shares

    0.01% of the 13F portfolio, value $4,046,367.

    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 2,880 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $6,181,001.

    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 2,893 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $5,176,042.

    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 2,909 shares
    Change vs previous 13F -3,094 shares

    0.01% of the 13F portfolio, value $5,691,373.

    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 6,003 shares
    Change vs previous 13F +640 shares

    0.03% of the 13F portfolio, value $11,130,290.

    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 5,363 shares
    Change vs previous 13F +1,962 shares

    0.03% of the 13F portfolio, value $11,332,128.

    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 3,401 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,261,071.

    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).