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Disclosery

ASSETMARK, INC: LCTU position timeline

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

ASSETMARK, INC held 112,781 LCTU 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 112,781 shares
    Change vs previous 13F -5,219 shares

    0.02% of the 13F portfolio, value $9,040,525.

    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 118,000 shares
    Change vs previous 13F -6,131 shares

    0.02% of the 13F portfolio, value $8,276,201.

    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 124,131 shares
    Change vs previous 13F -1,308 shares

    0.02% of the 13F portfolio, value $9,196,978.

    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 125,439 shares
    Change vs previous 13F +2,754 shares

    0.02% of the 13F portfolio, value $9,104,200.

    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 122,685 shares
    Change vs previous 13F +8,957 shares

    0.02% of the 13F portfolio, value $8,253,265.

    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 113,728 shares
    Change vs previous 13F +636 shares

    0.02% of the 13F portfolio, value $6,892,485.

    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 113,092 shares
    Change vs previous 13F +13,104 shares

    0.02% of the 13F portfolio, value $7,243,543.

    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 99,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,273,247.

    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).