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Disclosery

ASSETMARK, INC: IQLT position timeline

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

ASSETMARK, INC held 5,360 IQLT 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 5,360 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $265,588.

    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 5,106 shares
    Change vs previous 13F -5,628 shares

    <0.01% of the 13F portfolio, value $236,050.

    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 10,734 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $487,860.

    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 10,694 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $472,568.

    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 10,459 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $452,038.

    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 9,776 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $388,009.

    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 10,004 shares
    Change vs previous 13F +855 shares

    <0.01% of the 13F portfolio, value $371,348.

    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 9,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379,592.

    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).