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Disclosery

ASSETMARK, INC: FJP position timeline

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

ASSETMARK, INC held 93,075 FJP 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 93,075 shares
    Change vs previous 13F +6,928 shares

    0.01% of the 13F portfolio, value $7,103,949.

    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 86,147 shares
    Change vs previous 13F -748 shares

    0.01% of the 13F portfolio, value $6,254,272.

    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 86,895 shares
    Change vs previous 13F +1,731 shares

    0.01% of the 13F portfolio, value $5,837,172.

    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 85,164 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $5,549,712.

    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 84,356 shares
    Change vs previous 13F +15,091 shares

    0.01% of the 13F portfolio, value $5,037,740.

    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 69,265 shares
    Change vs previous 13F -5,226 shares

    0.01% of the 13F portfolio, value $3,797,107.

    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 74,491 shares
    Change vs previous 13F +9,910 shares

    0.01% of the 13F portfolio, value $3,849,695.

    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 64,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,503,254.

    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).