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Disclosery

ASSETMARK, INC: IWF position timeline

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

ASSETMARK, INC held 56,172 IWF 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 56,172 shares
    Change vs previous 13F +41,054 shares

    0.01% of the 13F portfolio, value $6,974,856.

    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 15,118 shares
    Change vs previous 13F -1,054 shares

    0.01% of the 13F portfolio, value $6,446,453.

    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 16,172 shares
    Change vs previous 13F +3,340 shares

    0.02% of the 13F portfolio, value $7,653,971.

    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 12,832 shares
    Change vs previous 13F +3,778 shares

    0.01% of the 13F portfolio, value $6,010,560.

    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 9,054 shares
    Change vs previous 13F +3,781 shares

    0.01% of the 13F portfolio, value $3,843,936.

    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 5,273 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $1,904,187.

    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 5,847 shares
    Change vs previous 13F +3,240 shares

    0.01% of the 13F portfolio, value $2,347,933.

    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 2,607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $978,616.

    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).