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Disclosery

ASSETMARK, INC: JCI position timeline

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

ASSETMARK, INC held 17,102 JCI 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 17,102 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $2,498,721.

    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 16,739 shares
    Change vs previous 13F +915 shares

    <0.01% of the 13F portfolio, value $2,191,994.

    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 15,824 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $1,894,873.

    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 15,150 shares
    Change vs previous 13F -13,077 shares

    <0.01% of the 13F portfolio, value $1,665,743.

    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 28,227 shares
    Change vs previous 13F -7,311 shares

    0.01% of the 13F portfolio, value $2,981,372.

    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 35,538 shares
    Change vs previous 13F +698 shares

    0.01% of the 13F portfolio, value $2,846,949.

    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 34,840 shares
    Change vs previous 13F +1,927 shares

    0.01% of the 13F portfolio, value $2,749,921.

    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 32,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,554,378.

    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).