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Disclosery

ASSETMARK, INC: JMST position timeline

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

ASSETMARK, INC held 53,733 JMST 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 53,733 shares
    Change vs previous 13F +6,011 shares

    <0.01% of the 13F portfolio, value $2,740,383.

    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 47,722 shares
    Change vs previous 13F +9,791 shares

    <0.01% of the 13F portfolio, value $2,432,868.

    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 37,931 shares
    Change vs previous 13F +5,586 shares

    <0.01% of the 13F portfolio, value $1,932,205.

    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 32,345 shares
    Change vs previous 13F +7,469 shares

    <0.01% of the 13F portfolio, value $1,650,889.

    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 24,876 shares
    Change vs previous 13F +20,432 shares

    <0.01% of the 13F portfolio, value $1,266,686.

    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 4,444 shares
    Change vs previous 13F +3,338 shares

    <0.01% of the 13F portfolio, value $225,977.

    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 1,106 shares
    Change vs previous 13F +946 shares

    <0.01% of the 13F portfolio, value $56,085.

    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 160 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,150.

    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).