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Disclosery

ASSETMARK, INC: MKTX position timeline

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

ASSETMARK, INC held 4,118 MKTX 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 4,118 shares
    Change vs previous 13F +1,463 shares

    <0.01% of the 13F portfolio, value $467,352.

    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 2,655 shares
    Change vs previous 13F +246 shares

    <0.01% of the 13F portfolio, value $438,022.

    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 2,409 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $436,635.

    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 2,681 shares
    Change vs previous 13F +652 shares

    <0.01% of the 13F portfolio, value $467,226.

    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 2,029 shares
    Change vs previous 13F +863 shares

    <0.01% of the 13F portfolio, value $453,221.

    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 1,166 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $252,264.

    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 754 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $170,434.

    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 380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,356.

    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).