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Disclosery

ASSETMARK, INC: FPE position timeline

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

ASSETMARK, INC held 1,620 FPE 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 1,620 shares
    Change vs previous 13F -655 shares

    <0.01% of the 13F portfolio, value $28,966.

    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 2,275 shares
    Change vs previous 13F -11,281 shares

    <0.01% of the 13F portfolio, value $40,381.

    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 13,556 shares
    Change vs previous 13F -531 shares

    <0.01% of the 13F portfolio, value $246,990.

    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 14,087 shares
    Change vs previous 13F +1,541 shares

    <0.01% of the 13F portfolio, value $256,947.

    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 12,546 shares
    Change vs previous 13F -172,267 shares

    <0.01% of the 13F portfolio, value $223,319.

    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 184,813 shares
    Change vs previous 13F +173,620 shares

    0.01% of the 13F portfolio, value $3,250,861.

    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 11,193 shares
    Change vs previous 13F +10,614 shares

    <0.01% of the 13F portfolio, value $198,116.

    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 579 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,480.

    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).