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Disclosery

ASSETMARK, INC: HUBS position timeline

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

ASSETMARK, INC held 3,794 HUBS 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 3,794 shares
    Change vs previous 13F -1,894 shares

    <0.01% of the 13F portfolio, value $692,383.

    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 5,688 shares
    Change vs previous 13F -11,785 shares

    <0.01% of the 13F portfolio, value $1,388,360.

    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 17,473 shares
    Change vs previous 13F +4,124 shares

    0.01% of the 13F portfolio, value $7,011,782.

    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 13,349 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $6,244,507.

    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 12,667 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $7,050,648.

    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 12,634 shares
    Change vs previous 13F +3,851 shares

    0.02% of the 13F portfolio, value $7,217,489.

    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 8,783 shares
    Change vs previous 13F +635 shares

    0.02% of the 13F portfolio, value $6,119,500.

    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 8,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,331,301.

    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).