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Disclosery

ASSETMARK, INC: MO position timeline

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

ASSETMARK, INC held 2,667,459 MO 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 2,667,459 shares
    Change vs previous 13F -14,498 shares

    0.33% of the 13F portfolio, value $191,923,643.

    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 2,681,957 shares
    Change vs previous 13F +458 shares

    0.36% of the 13F portfolio, value $176,982,360.

    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 2,681,499 shares
    Change vs previous 13F +110,002 shares

    0.32% of the 13F portfolio, value $154,615,213.

    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 2,571,497 shares
    Change vs previous 13F +37,466 shares

    0.36% of the 13F portfolio, value $169,873,102.

    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 2,534,031 shares
    Change vs previous 13F +264,923 shares

    0.35% of the 13F portfolio, value $148,570,237.

    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 2,269,108 shares
    Change vs previous 13F +37,283 shares

    0.37% of the 13F portfolio, value $136,191,878.

    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 2,231,825 shares
    Change vs previous 13F +77,574 shares

    0.32% of the 13F portfolio, value $116,702,114.

    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 2,154,251 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $109,952,959.

    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).