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Disclosery

ASSETMARK, INC: MRSH position timeline

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

ASSETMARK, INC held 64,600 MRSH 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 64,600 shares
    Change vs previous 13F -564,086 shares

    0.02% of the 13F portfolio, value $10,766,935.

    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 628,686 shares
    Change vs previous 13F -17,042 shares

    0.22% of the 13F portfolio, value $109,045,660.

    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 645,728 shares
    Change vs previous 13F -42,855 shares

    0.24% of the 13F portfolio, value $119,795,461.

    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 688,583 shares
    Change vs previous 13F +4,071 shares

    0.3% of the 13F portfolio, value $138,770,148.

    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 684,512 shares
    Change vs previous 13F +26,360 shares

    0.35% of the 13F portfolio, value $149,661,794.

    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 658,152 shares
    Change vs previous 13F -8,962 shares

    0.44% of the 13F portfolio, value $160,608,780.

    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 667,114 shares
    Change vs previous 13F +13,333 shares

    0.38% of the 13F portfolio, value $141,701,650.

    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 653,781 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $145,851,965.

    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).