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Disclosery

ASSETMARK, INC: IWO position timeline

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

ASSETMARK, INC held 14,153 IWO 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 14,153 shares
    Change vs previous 13F +4,376 shares

    0.01% of the 13F portfolio, value $5,575,716.

    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 9,777 shares
    Change vs previous 13F -3,606 shares

    0.01% of the 13F portfolio, value $3,068,120.

    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 13,383 shares
    Change vs previous 13F -12,660 shares

    0.01% of the 13F portfolio, value $4,322,843.

    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 26,043 shares
    Change vs previous 13F +23,699 shares

    0.02% of the 13F portfolio, value $8,334,802.

    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 2,344 shares
    Change vs previous 13F -1,179 shares

    <0.01% of the 13F portfolio, value $670,056.

    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 3,523 shares
    Change vs previous 13F -32,621 shares

    <0.01% of the 13F portfolio, value $900,232.

    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 36,144 shares
    Change vs previous 13F +3,371 shares

    0.03% of the 13F portfolio, value $10,402,976.

    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 32,773 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,307,540.

    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).