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Disclosery

ASSETMARK, INC: FDL position timeline

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

ASSETMARK, INC held 9,348 FDL 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 9,348 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $454,874.

    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 8,714 shares
    Change vs previous 13F +524 shares

    <0.01% of the 13F portfolio, value $442,671.

    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 8,190 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $363,145.

    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 8,645 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $375,279.

    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 8,424 shares
    Change vs previous 13F +4,291 shares

    <0.01% of the 13F portfolio, value $352,713.

    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 4,133 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $179,538.

    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 2,979 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $119,935.

    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 3,042 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,612.

    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).