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ASSETMARK, INC: FIIG position timeline

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

ASSETMARK, INC held 249,038 FIIG 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 249,038 shares
    Change vs previous 13F +10,753 shares

    0.01% of the 13F portfolio, value $5,157,577.

    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 238,285 shares
    Change vs previous 13F +28,701 shares

    0.01% of the 13F portfolio, value $4,944,414.

    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 209,584 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $4,443,181.

    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 209,689 shares
    Change vs previous 13F +20,484 shares

    0.01% of the 13F portfolio, value $4,451,697.

    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 189,205 shares
    Change vs previous 13F +26,273 shares

    0.01% of the 13F portfolio, value $3,969,521.

    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 162,932 shares
    Change vs previous 13F -5,259 shares

    0.01% of the 13F portfolio, value $3,380,839.

    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 168,191 shares
    Change vs previous 13F -6,711 shares

    0.01% of the 13F portfolio, value $3,439,506.

    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 174,902 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,737,656.

    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).