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Disclosery

ASSETMARK, INC: FIS position timeline

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

ASSETMARK, INC held 379,150 FIS 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 379,150 shares
    Change vs previous 13F -21,305 shares

    0.03% of the 13F portfolio, value $14,741,335.

    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 400,455 shares
    Change vs previous 13F +16,854 shares

    0.04% of the 13F portfolio, value $18,785,355.

    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 383,601 shares
    Change vs previous 13F +118,083 shares

    0.05% of the 13F portfolio, value $25,494,110.

    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 265,518 shares
    Change vs previous 13F +82,518 shares

    0.04% of the 13F portfolio, value $17,508,271.

    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 183,000 shares
    Change vs previous 13F +107,013 shares

    0.04% of the 13F portfolio, value $14,898,001.

    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 75,987 shares
    Change vs previous 13F +6,553 shares

    0.02% of the 13F portfolio, value $5,674,716.

    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 69,434 shares
    Change vs previous 13F +15,897 shares

    0.02% of the 13F portfolio, value $5,608,182.

    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 53,537 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,483,712.

    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).