Skip to content
Disclosery

ASSETMARK, INC: FIW position timeline

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

ASSETMARK, INC held 419 FIW 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 419 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $45,889.

    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 344 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $35,477.

    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 183 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $19,881.

    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 15 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,685.

    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 15 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $1,620.

    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 87 shares
    Change vs previous 13F -599 shares

    <0.01% of the 13F portfolio, value $8,762.

    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 686 shares
    Change vs previous 13F -12,520 shares

    <0.01% of the 13F portfolio, value $70,006.

    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 13,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,443,812.

    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).