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Disclosery

ASSETMARK, INC: LQDH position timeline

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

ASSETMARK, INC held 1,471 LQDH 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 1,471 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $136,998.

    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 1,575 shares
    Change vs previous 13F -23,294 shares

    <0.01% of the 13F portfolio, value $145,436.

    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 24,869 shares
    Change vs previous 13F -11,566 shares

    <0.01% of the 13F portfolio, value $2,321,521.

    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 36,435 shares
    Change vs previous 13F -42,580 shares

    0.01% of the 13F portfolio, value $3,408,349.

    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 79,015 shares
    Change vs previous 13F -149,439 shares

    0.02% of the 13F portfolio, value $7,300,986.

    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 228,454 shares
    Change vs previous 13F +47,981 shares

    0.06% of the 13F portfolio, value $21,079,490.

    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 180,473 shares
    Change vs previous 13F -1,293 shares

    0.05% of the 13F portfolio, value $16,737,054.

    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 181,766 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,913,833.

    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).