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Disclosery

ASSETMARK, INC: FLOT position timeline

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

ASSETMARK, INC held 2,084,199 FLOT 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 2,084,199 shares
    Change vs previous 13F +118,721 shares

    0.18% of the 13F portfolio, value $106,398,345.

    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 1,965,478 shares
    Change vs previous 13F +46,823 shares

    0.2% of the 13F portfolio, value $100,141,091.

    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 1,918,655 shares
    Change vs previous 13F +78,665 shares

    0.2% of the 13F portfolio, value $97,582,794.

    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 1,839,990 shares
    Change vs previous 13F +12,153 shares

    0.2% of the 13F portfolio, value $93,995,885.

    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 1,827,837 shares
    Change vs previous 13F -188,895 shares

    0.22% of the 13F portfolio, value $93,256,264.

    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 2,016,732 shares
    Change vs previous 13F +68,345 shares

    0.28% of the 13F portfolio, value $102,954,158.

    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 1,948,387 shares
    Change vs previous 13F -302,913 shares

    0.27% of the 13F portfolio, value $99,133,930.

    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 2,251,300 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $114,906,374.

    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).