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Disclosery

ASSETMARK, INC: FTC position timeline

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

ASSETMARK, INC held 2,835 FTC 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 2,835 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $549,338.

    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 2,325 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $358,382.

    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 2,464 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $393,935.

    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 2,306 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $370,483.

    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 1,923 shares
    Change vs previous 13F -936 shares

    <0.01% of the 13F portfolio, value $290,315.

    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 2,859 shares
    Change vs previous 13F +333 shares

    <0.01% of the 13F portfolio, value $375,673.

    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 2,526 shares
    Change vs previous 13F +335 shares

    <0.01% of the 13F portfolio, value $349,220.

    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 2,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,985.

    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).