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Disclosery

ASSETMARK, INC: LQD position timeline

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

ASSETMARK, INC held 974,526 LQD 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 974,526 shares
    Change vs previous 13F -22,064 shares

    0.18% of the 13F portfolio, value $106,291,584.

    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 996,590 shares
    Change vs previous 13F -19,425 shares

    0.22% of the 13F portfolio, value $108,618,375.

    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 1,016,015 shares
    Change vs previous 13F -158,229 shares

    0.23% of the 13F portfolio, value $111,954,674.

    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 1,174,244 shares
    Change vs previous 13F -867,243 shares

    0.28% of the 13F portfolio, value $130,892,940.

    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 2,041,487 shares
    Change vs previous 13F +1,457 shares

    0.53% of the 13F portfolio, value $223,767,426.

    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 2,040,030 shares
    Change vs previous 13F -129,494 shares

    0.61% of the 13F portfolio, value $221,730,833.

    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 2,169,524 shares
    Change vs previous 13F -677,465 shares

    0.63% of the 13F portfolio, value $231,791,911.

    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 2,846,989 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $321,652,797.

    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).