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Disclosery

ASSETMARK, INC: IP position timeline

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

ASSETMARK, INC held 2,015 IP 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 2,015 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $76,772.

    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 2,072 shares
    Change vs previous 13F -1,285 shares

    <0.01% of the 13F portfolio, value $73,970.

    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 3,357 shares
    Change vs previous 13F -2,776 shares

    <0.01% of the 13F portfolio, value $132,232.

    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 6,133 shares
    Change vs previous 13F +1,884 shares

    <0.01% of the 13F portfolio, value $284,583.

    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 4,249 shares
    Change vs previous 13F +1,930 shares

    <0.01% of the 13F portfolio, value $198,964.

    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 2,319 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $123,721.

    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 2,130 shares
    Change vs previous 13F +946 shares

    <0.01% of the 13F portfolio, value $114,637.

    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 1,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,838.

    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).