Skip to content
Disclosery

ASSETMARK, INC: LRN position timeline

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

ASSETMARK, INC held 12,320 LRN 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 12,320 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $1,062,477.

    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 12,372 shares
    Change vs previous 13F +3,012 shares

    <0.01% of the 13F portfolio, value $1,090,839.

    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 9,360 shares
    Change vs previous 13F -2,418 shares

    <0.01% of the 13F portfolio, value $607,745.

    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 11,778 shares
    Change vs previous 13F +762 shares

    <0.01% of the 13F portfolio, value $1,754,215.

    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 11,016 shares
    Change vs previous 13F -391 shares

    <0.01% of the 13F portfolio, value $1,599,413.

    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 11,407 shares
    Change vs previous 13F +9,599 shares

    <0.01% of the 13F portfolio, value $1,442,986.

    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 1,808 shares
    Change vs previous 13F +1,793 shares

    <0.01% of the 13F portfolio, value $187,905.

    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 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,280.

    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).