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Disclosery

ASSETMARK, INC: MISL position timeline

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

ASSETMARK, INC held 88,875 MISL 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 88,875 shares
    Change vs previous 13F +14,557 shares

    0.01% of the 13F portfolio, value $4,067,809.

    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 74,318 shares
    Change vs previous 13F +72,315 shares

    0.01% of the 13F portfolio, value $3,322,758.

    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 2,003 shares
    Change vs previous 13F +734 shares

    <0.01% of the 13F portfolio, value $85,708.

    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 1,269 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $52,600.

    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 1,096 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $40,947.

    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 625 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $18,925.

    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 630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,174.

    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).