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Disclosery

ASSETMARK, INC: IWS position timeline

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

ASSETMARK, INC held 53,724 IWS 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 53,724 shares
    Change vs previous 13F +14,155 shares

    0.02% of the 13F portfolio, value $8,842,970.

    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 39,569 shares
    Change vs previous 13F -4,532 shares

    0.01% of the 13F portfolio, value $5,766,786.

    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 44,101 shares
    Change vs previous 13F -54,386 shares

    0.01% of the 13F portfolio, value $6,220,446.

    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 98,487 shares
    Change vs previous 13F +92,318 shares

    0.03% of the 13F portfolio, value $13,755,679.

    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 6,169 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $815,172.

    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 5,104 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $642,951.

    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 4,689 shares
    Change vs previous 13F +884 shares

    <0.01% of the 13F portfolio, value $606,475.

    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 3,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $503,211.

    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).