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Disclosery

ASSETMARK, INC: ITOT position timeline

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

ASSETMARK, INC held 23,100 ITOT 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 23,100 shares
    Change vs previous 13F +3,786 shares

    0.01% of the 13F portfolio, value $3,794,679.

    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 19,314 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $2,750,893.

    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 18,168 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $2,701,400.

    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 18,246 shares
    Change vs previous 13F +3,235 shares

    0.01% of the 13F portfolio, value $2,657,530.

    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 15,011 shares
    Change vs previous 13F +1,277 shares

    <0.01% of the 13F portfolio, value $2,027,085.

    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 13,734 shares
    Change vs previous 13F -3,651 shares

    <0.01% of the 13F portfolio, value $1,675,685.

    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 17,385 shares
    Change vs previous 13F +10,949 shares

    0.01% of the 13F portfolio, value $2,236,059.

    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 6,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $808,492.

    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).