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Disclosery

ASSETMARK, INC: IOT position timeline

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

ASSETMARK, INC held 45,350 IOT 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 45,350 shares
    Change vs previous 13F -7,164 shares

    <0.01% of the 13F portfolio, value $1,470,701.

    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 52,514 shares
    Change vs previous 13F +5,393 shares

    <0.01% of the 13F portfolio, value $1,664,169.

    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 47,121 shares
    Change vs previous 13F +28,156 shares

    <0.01% of the 13F portfolio, value $1,670,439.

    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 18,965 shares
    Change vs previous 13F +17,380 shares

    <0.01% of the 13F portfolio, value $706,446.

    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 1,585 shares
    Change vs previous 13F -10,633 shares

    <0.01% of the 13F portfolio, value $63,051.

    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 12,218 shares
    Change vs previous 13F +2,305 shares

    <0.01% of the 13F portfolio, value $468,316.

    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 9,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,099.

    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).