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Disclosery

ASSETMARK, INC: MDT position timeline

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

ASSETMARK, INC held 815,888 MDT 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 815,888 shares
    Change vs previous 13F +170,741 shares

    0.11% of the 13F portfolio, value $63,826,906.

    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 645,147 shares
    Change vs previous 13F +58,596 shares

    0.11% of the 13F portfolio, value $55,901,986.

    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 586,551 shares
    Change vs previous 13F +93,338 shares

    0.11% of the 13F portfolio, value $56,344,095.

    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 493,213 shares
    Change vs previous 13F +74,948 shares

    0.1% of the 13F portfolio, value $46,973,653.

    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 418,265 shares
    Change vs previous 13F +98,811 shares

    0.09% of the 13F portfolio, value $36,460,171.

    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 319,454 shares
    Change vs previous 13F +32,193 shares

    0.08% of the 13F portfolio, value $28,706,165.

    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 287,261 shares
    Change vs previous 13F +36,760 shares

    0.06% of the 13F portfolio, value $22,946,421.

    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 250,501 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,552,588.

    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).