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Disclosery

ASSETMARK, INC: IWM position timeline

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

ASSETMARK, INC held 9,471 IWM 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 9,471 shares
    Change vs previous 13F +3,342 shares

    <0.01% of the 13F portfolio, value $2,845,518.

    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 6,129 shares
    Change vs previous 13F +1,673 shares

    <0.01% of the 13F portfolio, value $1,519,921.

    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 4,456 shares
    Change vs previous 13F +271 shares

    <0.01% of the 13F portfolio, value $1,096,800.

    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 4,185 shares
    Change vs previous 13F +429 shares

    <0.01% of the 13F portfolio, value $1,012,594.

    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 3,756 shares
    Change vs previous 13F +1,247 shares

    <0.01% of the 13F portfolio, value $810,475.

    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 2,509 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $500,572.

    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 1,940 shares
    Change vs previous 13F +234 shares

    <0.01% of the 13F portfolio, value $428,720.

    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 1,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,896.

    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).