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Disclosery

ASSETMARK, INC: IBMO position timeline

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

ASSETMARK, INC held 41,188 IBMO 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 41,188 shares
    Change vs previous 13F -62,403 shares

    <0.01% of the 13F portfolio, value $1,056,064.

    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 103,591 shares
    Change vs previous 13F +8,389 shares

    0.01% of the 13F portfolio, value $2,655,037.

    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 95,202 shares
    Change vs previous 13F +25,518 shares

    <0.01% of the 13F portfolio, value $2,440,694.

    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 69,684 shares
    Change vs previous 13F +32,740 shares

    <0.01% of the 13F portfolio, value $1,788,091.

    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 36,944 shares
    Change vs previous 13F +28,354 shares

    <0.01% of the 13F portfolio, value $946,616.

    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 8,590 shares
    Change vs previous 13F +6,350 shares

    <0.01% of the 13F portfolio, value $219,560.

    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 2,240 shares
    Change vs previous 13F +1,875 shares

    <0.01% of the 13F portfolio, value $57,030.

    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 365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,364.

    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).