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Disclosery

ASSETMARK, INC: FJUL position timeline

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

ASSETMARK, INC held 275,323 FJUL 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 275,323 shares
    Change vs previous 13F +19,472 shares

    0.03% of the 13F portfolio, value $16,392,731.

    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 255,851 shares
    Change vs previous 13F +24,256 shares

    0.03% of the 13F portfolio, value $14,000,167.

    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 231,595 shares
    Change vs previous 13F +30,659 shares

    0.03% of the 13F portfolio, value $12,949,820.

    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 200,936 shares
    Change vs previous 13F +20,349 shares

    0.02% of the 13F portfolio, value $10,997,227.

    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 180,587 shares
    Change vs previous 13F +43,576 shares

    0.02% of the 13F portfolio, value $9,343,481.

    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 137,011 shares
    Change vs previous 13F +37,782 shares

    0.02% of the 13F portfolio, value $6,526,368.

    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 99,229 shares
    Change vs previous 13F +34,684 shares

    0.01% of the 13F portfolio, value $4,858,996.

    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 64,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,105,260.

    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).