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Disclosery

ASSETMARK, INC: GWX position timeline

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

ASSETMARK, INC held 442,806 GWX 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 442,806 shares
    Change vs previous 13F -7,943 shares

    0.03% of the 13F portfolio, value $19,377,203.

    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 450,749 shares
    Change vs previous 13F -9,138 shares

    0.04% of the 13F portfolio, value $19,035,140.

    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 459,887 shares
    Change vs previous 13F -5,229 shares

    0.04% of the 13F portfolio, value $18,790,992.

    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 465,116 shares
    Change vs previous 13F -32,181 shares

    0.04% of the 13F portfolio, value $18,688,377.

    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 497,297 shares
    Change vs previous 13F -43,956 shares

    0.04% of the 13F portfolio, value $18,489,517.

    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 541,253 shares
    Change vs previous 13F -32,415 shares

    0.05% of the 13F portfolio, value $17,298,435.

    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 573,668 shares
    Change vs previous 13F +17,676 shares

    0.05% of the 13F portfolio, value $17,775,092.

    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 555,992 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,975,999.

    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).