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Disclosery

ASSETMARK, INC: GRID position timeline

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

ASSETMARK, INC held 67,171 GRID 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 67,171 shares
    Change vs previous 13F +6,574 shares

    0.02% of the 13F portfolio, value $12,879,996.

    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 60,597 shares
    Change vs previous 13F +26,641 shares

    0.02% of the 13F portfolio, value $9,912,473.

    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 33,956 shares
    Change vs previous 13F +4,864 shares

    0.01% of the 13F portfolio, value $5,195,927.

    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 29,092 shares
    Change vs previous 13F +2,229 shares

    0.01% of the 13F portfolio, value $4,395,166.

    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 26,863 shares
    Change vs previous 13F +1,496 shares

    0.01% of the 13F portfolio, value $3,734,494.

    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 25,367 shares
    Change vs previous 13F -737,149 shares

    0.01% of the 13F portfolio, value $2,869,769.

    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 762,516 shares
    Change vs previous 13F -40,050 shares

    0.25% of the 13F portfolio, value $90,998,662.

    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 802,566 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $102,126,497.

    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).