Skip to content
Disclosery

ASSETMARK, INC: IWR position timeline

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

ASSETMARK, INC held 14,279 IWR 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 14,279 shares
    Change vs previous 13F -2,358 shares

    <0.01% of the 13F portfolio, value $1,575,312.

    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 16,637 shares
    Change vs previous 13F +1,766 shares

    <0.01% of the 13F portfolio, value $1,617,579.

    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 14,871 shares
    Change vs previous 13F +2,420 shares

    <0.01% of the 13F portfolio, value $1,431,595.

    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 12,451 shares
    Change vs previous 13F +7,261 shares

    <0.01% of the 13F portfolio, value $1,202,144.

    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 5,190 shares
    Change vs previous 13F +2,053 shares

    <0.01% of the 13F portfolio, value $477,318.

    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 3,137 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $266,865.

    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 2,938 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $259,719.

    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 1,924 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $169,581.

    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).