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Disclosery

ASSETMARK, INC: FDT position timeline

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

ASSETMARK, INC held 125,816 FDT 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 125,816 shares
    Change vs previous 13F +7,675 shares

    0.02% of the 13F portfolio, value $11,911,944.

    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 118,141 shares
    Change vs previous 13F -34,991 shares

    0.02% of the 13F portfolio, value $10,269,974.

    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 153,132 shares
    Change vs previous 13F +434 shares

    0.02% of the 13F portfolio, value $12,165,801.

    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 152,698 shares
    Change vs previous 13F +3,652 shares

    0.02% of the 13F portfolio, value $11,508,848.

    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 149,046 shares
    Change vs previous 13F +17,231 shares

    0.02% of the 13F portfolio, value $10,248,403.

    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 131,815 shares
    Change vs previous 13F -11,419 shares

    0.02% of the 13F portfolio, value $7,678,224.

    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 143,234 shares
    Change vs previous 13F +20,323 shares

    0.02% of the 13F portfolio, value $7,746,095.

    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 122,911 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,088,277.

    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).