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Disclosery

ASSETMARK, INC: FTSL position timeline

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

ASSETMARK, INC held 47,297 FTSL 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 47,297 shares
    Change vs previous 13F +1,079 shares

    <0.01% of the 13F portfolio, value $2,116,531.

    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 46,218 shares
    Change vs previous 13F +25,348 shares

    <0.01% of the 13F portfolio, value $2,070,556.

    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 20,870 shares
    Change vs previous 13F -72,712 shares

    <0.01% of the 13F portfolio, value $957,504.

    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 93,582 shares
    Change vs previous 13F +49,990 shares

    0.01% of the 13F portfolio, value $4,289,787.

    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 43,592 shares
    Change vs previous 13F -3,375 shares

    <0.01% of the 13F portfolio, value $2,000,425.

    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 46,967 shares
    Change vs previous 13F -2,790 shares

    0.01% of the 13F portfolio, value $2,144,031.

    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 49,757 shares
    Change vs previous 13F +48,015 shares

    0.01% of the 13F portfolio, value $2,300,750.

    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 1,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,927.

    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).