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Disclosery

ASSETMARK, INC: FJAN position timeline

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

ASSETMARK, INC held 298,006 FJAN 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 298,006 shares
    Change vs previous 13F +17,883 shares

    0.03% of the 13F portfolio, value $16,417,151.

    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 280,123 shares
    Change vs previous 13F +27,894 shares

    0.03% of the 13F portfolio, value $14,121,000.

    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 252,229 shares
    Change vs previous 13F +32,253 shares

    0.03% of the 13F portfolio, value $13,052,851.

    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 219,976 shares
    Change vs previous 13F +26,288 shares

    0.02% of the 13F portfolio, value $11,032,874.

    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 193,688 shares
    Change vs previous 13F +47,609 shares

    0.02% of the 13F portfolio, value $9,209,864.

    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 146,079 shares
    Change vs previous 13F +40,604 shares

    0.02% of the 13F portfolio, value $6,478,604.

    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 105,475 shares
    Change vs previous 13F +37,723 shares

    0.01% of the 13F portfolio, value $4,841,324.

    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 67,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,029,869.

    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).