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Disclosery

ASSETMARK, INC: FTDR position timeline

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

ASSETMARK, INC held 2,683 FTDR 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 2,683 shares
    Change vs previous 13F -2,304 shares

    <0.01% of the 13F portfolio, value $208,174.

    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 4,987 shares
    Change vs previous 13F -21,959 shares

    <0.01% of the 13F portfolio, value $263,613.

    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 26,946 shares
    Change vs previous 13F -2,585 shares

    <0.01% of the 13F portfolio, value $1,554,515.

    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 29,531 shares
    Change vs previous 13F -726 shares

    <0.01% of the 13F portfolio, value $1,987,141.

    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 30,257 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $1,783,348.

    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 29,417 shares
    Change vs previous 13F +29,335 shares

    <0.01% of the 13F portfolio, value $1,130,201.

    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 82 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,483.

    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).