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Disclosery

ASSETMARK, INC: KLIC position timeline

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

ASSETMARK, INC held 32,958 KLIC 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 32,958 shares
    Change vs previous 13F +352 shares

    0.01% of the 13F portfolio, value $4,408,510.

    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 32,606 shares
    Change vs previous 13F +2,717 shares

    <0.01% of the 13F portfolio, value $2,142,886.

    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 29,889 shares
    Change vs previous 13F +739 shares

    <0.01% of the 13F portfolio, value $1,361,753.

    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 29,150 shares
    Change vs previous 13F +1,784 shares

    <0.01% of the 13F portfolio, value $1,184,661.

    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 27,366 shares
    Change vs previous 13F +9,538 shares

    <0.01% of the 13F portfolio, value $946,864.

    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 17,828 shares
    Change vs previous 13F -10,481 shares

    <0.01% of the 13F portfolio, value $587,979.

    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 28,309 shares
    Change vs previous 13F +4,228 shares

    <0.01% of the 13F portfolio, value $1,320,908.

    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 24,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,086,779.

    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).