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ASSETMARK, INC: IBMQ position timeline

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

ASSETMARK, INC held 118,317 IBMQ 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 118,317 shares
    Change vs previous 13F +23,943 shares

    0.01% of the 13F portfolio, value $3,026,549.

    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 94,374 shares
    Change vs previous 13F +30,852 shares

    <0.01% of the 13F portfolio, value $2,409,368.

    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 63,522 shares
    Change vs previous 13F +21,917 shares

    <0.01% of the 13F portfolio, value $1,624,575.

    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 41,605 shares
    Change vs previous 13F +21,157 shares

    <0.01% of the 13F portfolio, value $1,066,752.

    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 20,448 shares
    Change vs previous 13F +10,720 shares

    <0.01% of the 13F portfolio, value $519,584.

    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 9,728 shares
    Change vs previous 13F +7,457 shares

    <0.01% of the 13F portfolio, value $246,021.

    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 2,271 shares
    Change vs previous 13F +1,896 shares

    <0.01% of the 13F portfolio, value $57,184.

    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 375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,611.

    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).