Skip to content
Disclosery

ASSETMARK, INC: FNDX position timeline

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

ASSETMARK, INC held 17,661 FNDX 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 17,661 shares
    Change vs previous 13F +1,995 shares

    <0.01% of the 13F portfolio, value $549,257.

    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 15,666 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $436,298.

    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 15,453 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $420,476.

    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 15,045 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $395,684.

    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 15,350 shares
    Change vs previous 13F +11,190 shares

    <0.01% of the 13F portfolio, value $376,689.

    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 4,160 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $98,218.

    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 3,768 shares
    Change vs previous 13F +3,311 shares

    <0.01% of the 13F portfolio, value $89,226.

    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 457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,794.

    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).