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Disclosery

ASSETMARK, INC: IWN position timeline

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

ASSETMARK, INC held 30,026 IWN 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 30,026 shares
    Change vs previous 13F +13,102 shares

    0.01% of the 13F portfolio, value $6,641,704.

    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 16,924 shares
    Change vs previous 13F -9,224 shares

    0.01% of the 13F portfolio, value $3,208,621.

    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 26,148 shares
    Change vs previous 13F -30,621 shares

    0.01% of the 13F portfolio, value $4,738,279.

    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 56,769 shares
    Change vs previous 13F +53,222 shares

    0.02% of the 13F portfolio, value $10,037,327.

    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 3,547 shares
    Change vs previous 13F +859 shares

    <0.01% of the 13F portfolio, value $559,575.

    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 2,688 shares
    Change vs previous 13F -57,685 shares

    <0.01% of the 13F portfolio, value $405,834.

    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 60,373 shares
    Change vs previous 13F +7,211 shares

    0.03% of the 13F portfolio, value $9,911,449.

    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 53,162 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,868,497.

    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).