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Disclosery

ASSETMARK, INC: FISV position timeline

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

ASSETMARK, INC held 81,404 FISV 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 81,404 shares
    Change vs previous 13F +9,646 shares

    0.01% of the 13F portfolio, value $3,992,868.

    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 71,758 shares
    Change vs previous 13F +8,991 shares

    0.01% of the 13F portfolio, value $4,004,099.

    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 62,767 shares
    Change vs previous 13F -50,217 shares

    0.01% of the 13F portfolio, value $4,216,042.

    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 112,984 shares
    Change vs previous 13F -23,477 shares

    0.03% of the 13F portfolio, value $14,567,074.

    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 136,461 shares
    Change vs previous 13F +45,047 shares

    0.06% of the 13F portfolio, value $23,527,312.

    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 91,414 shares
    Change vs previous 13F +3,933 shares

    0.06% of the 13F portfolio, value $20,186,954.

    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 87,481 shares
    Change vs previous 13F +46,045 shares

    0.05% of the 13F portfolio, value $17,970,347.

    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 41,436 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,443,977.

    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).