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Disclosery

ASSETMARK, INC: MRK position timeline

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

ASSETMARK, INC held 252,444 MRK 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 252,444 shares
    Change vs previous 13F +20,149 shares

    0.06% of the 13F portfolio, value $32,439,081.

    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 232,295 shares
    Change vs previous 13F +57,422 shares

    0.06% of the 13F portfolio, value $27,942,741.

    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 174,873 shares
    Change vs previous 13F -2,045 shares

    0.04% of the 13F portfolio, value $18,407,139.

    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 176,918 shares
    Change vs previous 13F +22,483 shares

    0.03% of the 13F portfolio, value $14,848,703.

    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 154,435 shares
    Change vs previous 13F -3,278 shares

    0.03% of the 13F portfolio, value $12,225,082.

    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 157,713 shares
    Change vs previous 13F -9,182 shares

    0.04% of the 13F portfolio, value $14,156,345.

    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 166,895 shares
    Change vs previous 13F +19,719 shares

    0.05% of the 13F portfolio, value $16,602,758.

    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 147,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,713,337.

    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).