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Disclosery

ASSETMARK, INC: FLEX position timeline

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

ASSETMARK, INC held 25,063 FLEX 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 25,063 shares
    Change vs previous 13F +1,686 shares

    0.01% of the 13F portfolio, value $4,061,960.

    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 23,377 shares
    Change vs previous 13F +2,237 shares

    <0.01% of the 13F portfolio, value $1,530,258.

    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 21,140 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $1,277,279.

    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 22,681 shares
    Change vs previous 13F +613 shares

    <0.01% of the 13F portfolio, value $1,314,818.

    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 22,068 shares
    Change vs previous 13F +1,133 shares

    <0.01% of the 13F portfolio, value $1,101,635.

    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 20,935 shares
    Change vs previous 13F +2,738 shares

    <0.01% of the 13F portfolio, value $692,530.

    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 18,197 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $698,583.

    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 18,462 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $617,185.

    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).