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ASSETMARK, INC: FTXO position timeline

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

ASSETMARK, INC held 81,259 FTXO 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 81,259 shares
    Change vs previous 13F +1,399 shares

    0.01% of the 13F portfolio, value $3,358,434.

    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 79,860 shares
    Change vs previous 13F -22,416 shares

    0.01% of the 13F portfolio, value $2,888,536.

    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 102,276 shares
    Change vs previous 13F -42,370 shares

    0.01% of the 13F portfolio, value $3,864,887.

    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 144,646 shares
    Change vs previous 13F +3,120 shares

    0.01% of the 13F portfolio, value $5,150,526.

    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 141,526 shares
    Change vs previous 13F +25,477 shares

    0.01% of the 13F portfolio, value $4,674,604.

    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 116,049 shares
    Change vs previous 13F +5,641 shares

    0.01% of the 13F portfolio, value $3,527,890.

    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 110,408 shares
    Change vs previous 13F +109,952 shares

    0.01% of the 13F portfolio, value $3,511,924.

    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 456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,260.

    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).