Skip to content
Disclosery

ASSETMARK, INC: MTB position timeline

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

ASSETMARK, INC held 6,903 MTB 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 6,903 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $1,642,930.

    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 6,826 shares
    Change vs previous 13F -15,518 shares

    <0.01% of the 13F portfolio, value $1,411,151.

    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 22,344 shares
    Change vs previous 13F -24,289 shares

    0.01% of the 13F portfolio, value $4,501,799.

    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 46,633 shares
    Change vs previous 13F +6,232 shares

    0.02% of the 13F portfolio, value $9,215,622.

    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 40,401 shares
    Change vs previous 13F -1,062 shares

    0.02% of the 13F portfolio, value $7,837,384.

    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 41,463 shares
    Change vs previous 13F +732 shares

    0.02% of the 13F portfolio, value $7,411,568.

    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 40,731 shares
    Change vs previous 13F +2,315 shares

    0.02% of the 13F portfolio, value $7,657,855.

    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 38,416 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,842,634.

    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).