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Disclosery

ASSETMARK, INC: MDY position timeline

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

ASSETMARK, INC held 634 MDY 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 634 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $445,918.

    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 497 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $306,530.

    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 388 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $234,073.

    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 209 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $124,570.

    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 190 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $107,631.

    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 159 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $84,823.

    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 195 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $111,068.

    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 92 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,409.

    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).