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Disclosery

ASSETMARK, INC: LAZ position timeline

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

ASSETMARK, INC held 2,499 LAZ 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 2,499 shares
    Change vs previous 13F -1,785 shares

    <0.01% of the 13F portfolio, value $104,808.

    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 4,284 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $181,984.

    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 4,292 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $208,420.

    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 4,539 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $239,568.

    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 4,389 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $210,584.

    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 4,479 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $193,941.

    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 4,883 shares
    Change vs previous 13F -530 shares

    <0.01% of the 13F portfolio, value $251,377.

    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 5,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,707.

    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).