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Disclosery

ASSETMARK, INC: INSM position timeline

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

ASSETMARK, INC held 34,871 INSM 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 34,871 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $3,717,946.

    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 34,258 shares
    Change vs previous 13F -5,474 shares

    0.01% of the 13F portfolio, value $5,601,868.

    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 39,732 shares
    Change vs previous 13F +4,438 shares

    0.01% of the 13F portfolio, value $6,914,957.

    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 35,294 shares
    Change vs previous 13F +3,169 shares

    0.01% of the 13F portfolio, value $5,082,689.

    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 32,125 shares
    Change vs previous 13F +5,892 shares

    0.01% of the 13F portfolio, value $3,233,060.

    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 26,233 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $2,001,316.

    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 26,344 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $1,818,790.

    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 26,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,901,869.

    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).