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Disclosery

ASSETMARK, INC: MCO position timeline

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

ASSETMARK, INC held 1,405 MCO 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 1,405 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $636,284.

    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 1,644 shares
    Change vs previous 13F -381 shares

    <0.01% of the 13F portfolio, value $717,117.

    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 2,025 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $1,034,363.

    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 1,916 shares
    Change vs previous 13F -2,007 shares

    <0.01% of the 13F portfolio, value $913,038.

    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 3,923 shares
    Change vs previous 13F +1,137 shares

    <0.01% of the 13F portfolio, value $1,967,826.

    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 2,786 shares
    Change vs previous 13F +299 shares

    <0.01% of the 13F portfolio, value $1,297,423.

    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 2,487 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $1,177,282.

    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 2,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $983,339.

    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).