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Disclosery

ASSETMARK, INC: KMX position timeline

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

ASSETMARK, INC held 189,490 KMX 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 189,490 shares
    Change vs previous 13F +2,323 shares

    0.02% of the 13F portfolio, value $10,022,121.

    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 187,167 shares
    Change vs previous 13F -326,237 shares

    0.02% of the 13F portfolio, value $7,782,420.

    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 513,404 shares
    Change vs previous 13F +91,980 shares

    0.04% of the 13F portfolio, value $19,837,946.

    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 421,424 shares
    Change vs previous 13F +88,625 shares

    0.04% of the 13F portfolio, value $18,909,313.

    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 332,799 shares
    Change vs previous 13F +157,640 shares

    0.05% of the 13F portfolio, value $22,367,387.

    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 175,159 shares
    Change vs previous 13F +22,257 shares

    0.04% of the 13F portfolio, value $13,648,389.

    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 152,902 shares
    Change vs previous 13F +151,502 shares

    0.03% of the 13F portfolio, value $12,501,268.

    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 1,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,332.

    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).