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Disclosery

ASSETMARK, INC: FMAR position timeline

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

ASSETMARK, INC held 313,125 FMAR 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 313,125 shares
    Change vs previous 13F +23,445 shares

    0.03% of the 13F portfolio, value $16,363,913.

    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 289,680 shares
    Change vs previous 13F +18,242 shares

    0.03% of the 13F portfolio, value $14,046,583.

    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 271,438 shares
    Change vs previous 13F +37,827 shares

    0.03% of the 13F portfolio, value $12,883,805.

    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 233,611 shares
    Change vs previous 13F +28,287 shares

    0.02% of the 13F portfolio, value $10,837,214.

    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 205,324 shares
    Change vs previous 13F +50,768 shares

    0.02% of the 13F portfolio, value $9,206,728.

    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 154,556 shares
    Change vs previous 13F +42,616 shares

    0.02% of the 13F portfolio, value $6,522,263.

    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 111,940 shares
    Change vs previous 13F +39,261 shares

    0.01% of the 13F portfolio, value $4,843,644.

    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 72,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,071,415.

    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).