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Disclosery

ASSETMARK, INC: IWB position timeline

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

ASSETMARK, INC held 7,540 IWB 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 7,540 shares
    Change vs previous 13F +2,242 shares

    0.01% of the 13F portfolio, value $3,087,820.

    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 5,298 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $1,889,220.

    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 6,020 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $2,248,213.

    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 6,146 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $2,246,234.

    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 5,395 shares
    Change vs previous 13F -2,237 shares

    <0.01% of the 13F portfolio, value $1,831,879.

    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 7,632 shares
    Change vs previous 13F +2,599 shares

    0.01% of the 13F portfolio, value $2,340,949.

    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 5,033 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $1,621,336.

    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 4,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,296,765.

    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).