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Disclosery

ASSETMARK, INC: IBMR position timeline

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

ASSETMARK, INC held 133,266 IBMR 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 133,266 shares
    Change vs previous 13F +44,046 shares

    0.01% of the 13F portfolio, value $3,383,624.

    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 89,220 shares
    Change vs previous 13F +22,881 shares

    <0.01% of the 13F portfolio, value $2,261,727.

    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 66,339 shares
    Change vs previous 13F +20,749 shares

    <0.01% of the 13F portfolio, value $1,687,001.

    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 45,590 shares
    Change vs previous 13F +18,252 shares

    <0.01% of the 13F portfolio, value $1,163,913.

    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 27,338 shares
    Change vs previous 13F +17,671 shares

    <0.01% of the 13F portfolio, value $689,738.

    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 9,667 shares
    Change vs previous 13F +7,756 shares

    <0.01% of the 13F portfolio, value $242,062.

    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 1,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,737.

    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).