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Disclosery

ASSETMARK, INC: FLCH position timeline

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

ASSETMARK, INC held 1,211,961 FLCH 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 1,211,961 shares
    Change vs previous 13F +27,303 shares

    0.04% of the 13F portfolio, value $24,739,753.

    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 1,184,658 shares
    Change vs previous 13F +159,370 shares

    0.05% of the 13F portfolio, value $26,524,500.

    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 1,025,288 shares
    Change vs previous 13F +993,499 shares

    0.05% of the 13F portfolio, value $24,401,861.

    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 31,789 shares
    Change vs previous 13F +15,061 shares

    <0.01% of the 13F portfolio, value $826,821.

    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 16,728 shares
    Change vs previous 13F +9,871 shares

    <0.01% of the 13F portfolio, value $363,072.

    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 6,857 shares
    Change vs previous 13F +2,184 shares

    <0.01% of the 13F portfolio, value $146,466.

    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 4,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $85,983.

    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).