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Disclosery

ASSETMARK, INC: HODL position timeline

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

ASSETMARK, INC held 696,070 HODL 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 696,070 shares
    Change vs previous 13F +69,685 shares

    0.02% of the 13F portfolio, value $11,561,723.

    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 626,385 shares
    Change vs previous 13F +22,036 shares

    0.02% of the 13F portfolio, value $12,001,537.

    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 604,349 shares
    Change vs previous 13F +282,361 shares

    0.03% of the 13F portfolio, value $14,945,551.

    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 321,988 shares
    Change vs previous 13F +207,350 shares

    0.02% of the 13F portfolio, value $10,422,752.

    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 114,638 shares
    Change vs previous 13F +20,951 shares

    0.01% of the 13F portfolio, value $3,493,020.

    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 93,687 shares
    Change vs previous 13F +76,205 shares

    0.01% of the 13F portfolio, value $2,183,844.

    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 17,482 shares
    Change vs previous 13F +4,059 shares

    0.01% of the 13F portfolio, value $1,848,022.

    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 13,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $964,174.

    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).