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Disclosery

ASSETMARK, INC: FMX position timeline

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

ASSETMARK, INC held 47,018 FMX 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 47,018 shares
    Change vs previous 13F +11,503 shares

    0.01% of the 13F portfolio, value $6,013,557.

    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 35,515 shares
    Change vs previous 13F +9,923 shares

    0.01% of the 13F portfolio, value $3,944,249.

    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 25,592 shares
    Change vs previous 13F +9,730 shares

    0.01% of the 13F portfolio, value $2,586,619.

    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 15,862 shares
    Change vs previous 13F +4,562 shares

    <0.01% of the 13F portfolio, value $1,564,499.

    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 11,300 shares
    Change vs previous 13F +5,596 shares

    <0.01% of the 13F portfolio, value $1,163,647.

    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 5,704 shares
    Change vs previous 13F +1,666 shares

    <0.01% of the 13F portfolio, value $556,551.

    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 4,038 shares
    Change vs previous 13F +3,911 shares

    <0.01% of the 13F portfolio, value $345,223.

    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 127 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,536.

    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).