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Disclosery

ASSETMARK, INC: FJUN position timeline

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

ASSETMARK, INC held 272,104 FJUN 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 272,104 shares
    Change vs previous 13F +23,771 shares

    0.03% of the 13F portfolio, value $16,312,635.

    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 248,333 shares
    Change vs previous 13F +21,833 shares

    0.03% of the 13F portfolio, value $14,031,559.

    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 226,500 shares
    Change vs previous 13F +31,154 shares

    0.03% of the 13F portfolio, value $12,924,090.

    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 195,346 shares
    Change vs previous 13F +23,791 shares

    0.02% of the 13F portfolio, value $10,929,609.

    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 171,555 shares
    Change vs previous 13F +41,731 shares

    0.02% of the 13F portfolio, value $9,207,357.

    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 129,824 shares
    Change vs previous 13F +36,099 shares

    0.02% of the 13F portfolio, value $6,476,919.

    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 93,725 shares
    Change vs previous 13F +33,063 shares

    0.01% of the 13F portfolio, value $4,815,591.

    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 60,662 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,064,644.

    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).