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Disclosery

ASSETMARK, INC: FIVE position timeline

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

ASSETMARK, INC held 249 FIVE 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 shares
    Change vs previous 13F -13,976 shares

    <0.01% of the 13F portfolio, value $44,742.

    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 14,225 shares
    Change vs previous 13F +14,079 shares

    0.01% of the 13F portfolio, value $3,250,096.

    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 146 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $27,457.

    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 143 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $22,099.

    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 131 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $17,165.

    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 186 shares
    Change vs previous 13F -264 shares

    <0.01% of the 13F portfolio, value $13,925.

    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 450 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $47,216.

    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 484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,748.

    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).