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Disclosery

ASSETMARK, INC: FMAY position timeline

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

ASSETMARK, INC held 291,563 FMAY 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 291,563 shares
    Change vs previous 13F +25,518 shares

    0.03% of the 13F portfolio, value $16,385,841.

    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 266,045 shares
    Change vs previous 13F +24,007 shares

    0.03% of the 13F portfolio, value $14,047,203.

    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 242,038 shares
    Change vs previous 13F +33,136 shares

    0.03% of the 13F portfolio, value $12,936,931.

    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 208,902 shares
    Change vs previous 13F +24,342 shares

    0.02% of the 13F portfolio, value $10,914,482.

    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 184,560 shares
    Change vs previous 13F +43,491 shares

    0.02% of the 13F portfolio, value $9,233,537.

    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 141,069 shares
    Change vs previous 13F +39,019 shares

    0.02% of the 13F portfolio, value $6,514,369.

    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 102,050 shares
    Change vs previous 13F +35,902 shares

    0.01% of the 13F portfolio, value $4,840,232.

    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 66,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,076,543.

    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).