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Disclosery

ASSETMARK, INC: MRP position timeline

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

ASSETMARK, INC held 252,696 MRP 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 252,696 shares
    Change vs previous 13F +251,488 shares

    0.01% of the 13F portfolio, value $7,593,503.

    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 1,208 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $33,817.

    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 958 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $28,614.

    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 963 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $32,376.

    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 1,028 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $29,296.

    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 1,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,535.

    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).