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Disclosery

ASSETMARK, INC: MCK position timeline

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

ASSETMARK, INC held 40,291 MCK 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 40,291 shares
    Change vs previous 13F +5,449 shares

    0.05% of the 13F portfolio, value $30,443,705.

    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 34,842 shares
    Change vs previous 13F -1,316 shares

    0.06% of the 13F portfolio, value $30,150,975.

    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 36,158 shares
    Change vs previous 13F +9,167 shares

    0.06% of the 13F portfolio, value $29,659,818.

    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 26,991 shares
    Change vs previous 13F +6,609 shares

    0.04% of the 13F portfolio, value $20,851,441.

    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 20,382 shares
    Change vs previous 13F +6,553 shares

    0.04% of the 13F portfolio, value $14,935,703.

    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 13,829 shares
    Change vs previous 13F +2,379 shares

    0.03% of the 13F portfolio, value $9,306,904.

    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 11,450 shares
    Change vs previous 13F +4,566 shares

    0.02% of the 13F portfolio, value $6,525,559.

    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 6,884 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,403,399.

    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).