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Disclosery

ASSETMARK, INC: MTG position timeline

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

ASSETMARK, INC held 1,885,603 MTG 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 1,885,603 shares
    Change vs previous 13F -40,258 shares

    0.09% of the 13F portfolio, value $53,174,017.

    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 1,925,861 shares
    Change vs previous 13F -112,697 shares

    0.1% of the 13F portfolio, value $50,553,855.

    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 2,038,558 shares
    Change vs previous 13F +364,406 shares

    0.12% of the 13F portfolio, value $59,566,674.

    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 1,674,152 shares
    Change vs previous 13F +1,546,173 shares

    0.1% of the 13F portfolio, value $47,495,694.

    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 127,979 shares
    Change vs previous 13F -4,255 shares

    0.01% of the 13F portfolio, value $3,562,941.

    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 132,234 shares
    Change vs previous 13F -895,257 shares

    0.01% of the 13F portfolio, value $3,276,757.

    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 1,027,491 shares
    Change vs previous 13F +55,059 shares

    0.07% of the 13F portfolio, value $24,361,802.

    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 972,432 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,894,249.

    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).