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Disclosery

ASSETMARK, INC: ITA position timeline

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

ASSETMARK, INC held 13,459 ITA 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 13,459 shares
    Change vs previous 13F +606 shares

    0.01% of the 13F portfolio, value $3,262,732.

    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 12,853 shares
    Change vs previous 13F -2,157 shares

    0.01% of the 13F portfolio, value $2,811,594.

    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 15,010 shares
    Change vs previous 13F +11,391 shares

    0.01% of the 13F portfolio, value $3,222,497.

    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 3,619 shares
    Change vs previous 13F +2,508 shares

    <0.01% of the 13F portfolio, value $757,312.

    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 1,111 shares
    Change vs previous 13F -323 shares

    <0.01% of the 13F portfolio, value $209,579.

    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 1,434 shares
    Change vs previous 13F +826 shares

    <0.01% of the 13F portfolio, value $219,545.

    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 608 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $88,373.

    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 517 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,364.

    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).