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Disclosery

ASSETMARK, INC: LDUR position timeline

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

ASSETMARK, INC held 1,195 LDUR 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 1,195 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $114,254.

    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 1,176 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $112,684.

    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 1,154 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $110,721.

    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 1,131 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $108,740.

    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 1,027 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $98,417.

    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 927 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $88,971.

    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 740 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $70,293.

    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 853 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,854.

    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).