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Disclosery

ASSETMARK, INC: FLBL position timeline

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

ASSETMARK, INC held 509,695 FLBL 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 509,695 shares
    Change vs previous 13F +74,331 shares

    0.02% of the 13F portfolio, value $11,682,209.

    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 435,364 shares
    Change vs previous 13F +70,667 shares

    0.02% of the 13F portfolio, value $10,013,372.

    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 364,697 shares
    Change vs previous 13F +86,287 shares

    0.02% of the 13F portfolio, value $8,541,212.

    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 278,410 shares
    Change vs previous 13F +114,929 shares

    0.01% of the 13F portfolio, value $6,687,397.

    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 163,481 shares
    Change vs previous 13F -364,636 shares

    0.01% of the 13F portfolio, value $3,961,145.

    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 528,117 shares
    Change vs previous 13F +27,579 shares

    0.03% of the 13F portfolio, value $12,711,776.

    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 500,538 shares
    Change vs previous 13F +52,235 shares

    0.03% of the 13F portfolio, value $12,145,550.

    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 448,303 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,880,314.

    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).