Skip to content
Disclosery

ASSETMARK, INC: GIS position timeline

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

ASSETMARK, INC held 918,794 GIS 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 918,794 shares
    Change vs previous 13F +142,145 shares

    0.05% of the 13F portfolio, value $31,974,028.

    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 776,649 shares
    Change vs previous 13F -27,547 shares

    0.06% of the 13F portfolio, value $28,906,889.

    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 804,196 shares
    Change vs previous 13F +121,245 shares

    0.08% of the 13F portfolio, value $37,395,095.

    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 682,951 shares
    Change vs previous 13F +39,460 shares

    0.07% of the 13F portfolio, value $34,434,374.

    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 643,491 shares
    Change vs previous 13F +69,638 shares

    0.08% of the 13F portfolio, value $33,339,254.

    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 573,853 shares
    Change vs previous 13F -1,844 shares

    0.09% of the 13F portfolio, value $34,310,686.

    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 575,697 shares
    Change vs previous 13F +12,307 shares

    0.1% of the 13F portfolio, value $36,712,192.

    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 563,390 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $41,606,316.

    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).