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Disclosery

ASSETMARK, INC: KKR position timeline

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

ASSETMARK, INC held 64,327 KKR 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 64,327 shares
    Change vs previous 13F -3,530 shares

    0.01% of the 13F portfolio, value $5,903,923.

    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 67,857 shares
    Change vs previous 13F -10,596 shares

    0.01% of the 13F portfolio, value $6,276,764.

    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 78,453 shares
    Change vs previous 13F -2,216 shares

    0.02% of the 13F portfolio, value $10,001,200.

    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 80,669 shares
    Change vs previous 13F -18,602 shares

    0.02% of the 13F portfolio, value $10,482,990.

    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 99,271 shares
    Change vs previous 13F +16,019 shares

    0.03% of the 13F portfolio, value $13,206,045.

    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 83,252 shares
    Change vs previous 13F +3,718 shares

    0.03% of the 13F portfolio, value $9,624,800.

    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 79,534 shares
    Change vs previous 13F -5,850 shares

    0.03% of the 13F portfolio, value $11,763,909.

    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 85,384 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,149,462.

    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).