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Disclosery

ASSETMARK, INC: FOXA position timeline

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

ASSETMARK, INC held 4,495,610 FOXA 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 4,495,610 shares
    Change vs previous 13F -468,334 shares

    0.4% of the 13F portfolio, value $234,491,040.

    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 4,963,944 shares
    Change vs previous 13F +111,216 shares

    0.59% of the 13F portfolio, value $289,894,329.

    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 4,852,728 shares
    Change vs previous 13F -22,888 shares

    0.72% of the 13F portfolio, value $354,588,810.

    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 4,875,616 shares
    Change vs previous 13F +1,575,087 shares

    0.66% of the 13F portfolio, value $307,456,366.

    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 3,300,529 shares
    Change vs previous 13F +1,348,872 shares

    0.44% of the 13F portfolio, value $184,961,643.

    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 1,951,657 shares
    Change vs previous 13F +1,722,616 shares

    0.3% of the 13F portfolio, value $110,463,790.

    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 229,041 shares
    Change vs previous 13F -219 shares

    0.03% of the 13F portfolio, value $11,126,816.

    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 229,260 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,704,588.

    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).