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Disclosery

ASSETMARK, INC: IJH position timeline

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

ASSETMARK, INC held 43,890 IJH 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 43,890 shares
    Change vs previous 13F +3,600 shares

    0.01% of the 13F portfolio, value $3,384,363.

    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 40,290 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $2,720,802.

    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 41,474 shares
    Change vs previous 13F +4,703 shares

    0.01% of the 13F portfolio, value $2,737,277.

    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 36,771 shares
    Change vs previous 13F +4,361 shares

    0.01% of the 13F portfolio, value $2,399,668.

    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 32,410 shares
    Change vs previous 13F +4,954 shares

    <0.01% of the 13F portfolio, value $2,010,086.

    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 27,456 shares
    Change vs previous 13F -9,228 shares

    <0.01% of the 13F portfolio, value $1,602,051.

    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 36,684 shares
    Change vs previous 13F +14,151 shares

    0.01% of the 13F portfolio, value $2,285,781.

    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 22,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,404,257.

    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).