Skip to content
Disclosery

ASSETMARK, INC: IT position timeline

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

ASSETMARK, INC held 280 IT 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 280 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $36,254.

    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 506 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $80,072.

    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 200 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $50,379.

    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 221 shares
    Change vs previous 13F -319 shares

    <0.01% of the 13F portfolio, value $58,014.

    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 540 shares
    Change vs previous 13F -2,186 shares

    <0.01% of the 13F portfolio, value $218,156.

    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 2,726 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $1,144,083.

    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 2,729 shares
    Change vs previous 13F -2,415 shares

    <0.01% of the 13F portfolio, value $1,321,971.

    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 5,144 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,606,619.

    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).