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Disclosery

ASSETMARK, INC: FNDE position timeline

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

ASSETMARK, INC held 292,193 FNDE 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 292,193 shares
    Change vs previous 13F +222,420 shares

    0.02% of the 13F portfolio, value $11,594,237.

    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 69,773 shares
    Change vs previous 13F +1,128 shares

    0.01% of the 13F portfolio, value $2,669,513.

    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 68,645 shares
    Change vs previous 13F +19,431 shares

    0.01% of the 13F portfolio, value $2,475,355.

    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 49,214 shares
    Change vs previous 13F -4,131 shares

    <0.01% of the 13F portfolio, value $1,779,591.

    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 53,345 shares
    Change vs previous 13F +33,384 shares

    <0.01% of the 13F portfolio, value $1,760,920.

    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 19,961 shares
    Change vs previous 13F +1,072 shares

    <0.01% of the 13F portfolio, value $614,793.

    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 18,889 shares
    Change vs previous 13F +18,569 shares

    <0.01% of the 13F portfolio, value $548,720.

    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 320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,326.

    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).