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Disclosery

ASSETMARK, INC: IJR position timeline

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

ASSETMARK, INC held 1,093,798 IJR 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 1,093,798 shares
    Change vs previous 13F -58,060 shares

    0.28% of the 13F portfolio, value $162,221,210.

    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 1,151,858 shares
    Change vs previous 13F -4,564 shares

    0.29% of the 13F portfolio, value $143,187,442.

    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 1,156,422 shares
    Change vs previous 13F +227,666 shares

    0.28% of the 13F portfolio, value $138,978,848.

    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 928,756 shares
    Change vs previous 13F -48,751 shares

    0.24% of the 13F portfolio, value $110,364,068.

    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 977,507 shares
    Change vs previous 13F +7,472 shares

    0.25% of the 13F portfolio, value $106,831,725.

    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 970,035 shares
    Change vs previous 13F -7,795 shares

    0.28% of the 13F portfolio, value $101,436,539.

    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 977,830 shares
    Change vs previous 13F +29,796 shares

    0.31% of the 13F portfolio, value $112,665,520.

    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 948,034 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $110,882,052.

    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).