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Disclosery

ASSETMARK, INC: FTV position timeline

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

ASSETMARK, INC held 3,669 FTV 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 3,669 shares
    Change vs previous 13F -27,644 shares

    <0.01% of the 13F portfolio, value $224,139.

    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 31,313 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $1,730,983.

    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 29,718 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $1,640,731.

    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 29,260 shares
    Change vs previous 13F -897 shares

    <0.01% of the 13F portfolio, value $1,433,447.

    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 30,157 shares
    Change vs previous 13F +6,056 shares

    <0.01% of the 13F portfolio, value $1,572,085.

    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 24,101 shares
    Change vs previous 13F +7,956 shares

    <0.01% of the 13F portfolio, value $1,763,713.

    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 16,145 shares
    Change vs previous 13F -15,859 shares

    <0.01% of the 13F portfolio, value $1,210,875.

    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 32,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,526,076.

    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).