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Disclosery

ASSETMARK, INC: IWP position timeline

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

ASSETMARK, INC held 5,296 IWP 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 5,296 shares
    Change vs previous 13F -6,512 shares

    <0.01% of the 13F portfolio, value $775,387.

    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 11,808 shares
    Change vs previous 13F +3,593 shares

    <0.01% of the 13F portfolio, value $1,512,841.

    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 8,215 shares
    Change vs previous 13F -52,630 shares

    <0.01% of the 13F portfolio, value $1,124,962.

    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 60,845 shares
    Change vs previous 13F -9,984 shares

    0.02% of the 13F portfolio, value $8,664,936.

    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 70,829 shares
    Change vs previous 13F +11,537 shares

    0.02% of the 13F portfolio, value $9,822,566.

    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 59,292 shares
    Change vs previous 13F -29,348 shares

    0.02% of the 13F portfolio, value $6,966,221.

    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 88,640 shares
    Change vs previous 13F +87,079 shares

    0.03% of the 13F portfolio, value $11,235,123.

    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 1,561 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $183,090.

    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).