Skip to content
Disclosery

ASSETMARK, INC: MTH position timeline

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

ASSETMARK, INC held 730 MTH 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 730 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $61,211.

    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 774 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $47,864.

    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 538 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $35,400.

    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 545 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $39,474.

    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 526 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $35,226.

    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 581 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $41,181.

    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 218 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $33,533.

    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 172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,272.

    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).