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Disclosery

ASSETMARK, INC: IWD position timeline

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

ASSETMARK, INC held 25,399 IWD 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 25,399 shares
    Change vs previous 13F +1,614 shares

    0.01% of the 13F portfolio, value $6,157,490.

    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 23,785 shares
    Change vs previous 13F -8,252 shares

    0.01% of the 13F portfolio, value $5,082,126.

    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 32,037 shares
    Change vs previous 13F +10,002 shares

    0.01% of the 13F portfolio, value $6,738,642.

    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 22,035 shares
    Change vs previous 13F +7,351 shares

    0.01% of the 13F portfolio, value $4,486,078.

    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 14,684 shares
    Change vs previous 13F -253,607 shares

    0.01% of the 13F portfolio, value $2,852,112.

    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 268,291 shares
    Change vs previous 13F -31,822 shares

    0.14% of the 13F portfolio, value $50,481,560.

    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 300,113 shares
    Change vs previous 13F -8,762 shares

    0.15% of the 13F portfolio, value $55,559,944.

    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 308,875 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,624,414.

    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).