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Disclosery

ASSETMARK, INC: MTUM position timeline

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

ASSETMARK, INC held 1,140,605 MTUM 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 1,140,605 shares
    Change vs previous 13F -33,646 shares

    0.67% of the 13F portfolio, value $391,033,708.

    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 1,174,251 shares
    Change vs previous 13F -328,158 shares

    0.57% of the 13F portfolio, value $281,808,486.

    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 1,502,409 shares
    Change vs previous 13F +37,278 shares

    0.77% of the 13F portfolio, value $376,067,972.

    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 1,465,131 shares
    Change vs previous 13F -390,553 shares

    0.81% of the 13F portfolio, value $375,732,758.

    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 1,855,684 shares
    Change vs previous 13F +42,864 shares

    1.05% of the 13F portfolio, value $445,957,971.

    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 1,812,820 shares
    Change vs previous 13F +61,915 shares

    1.01% of the 13F portfolio, value $366,425,306.

    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 1,750,905 shares
    Change vs previous 13F +57,922 shares

    0.98% of the 13F portfolio, value $362,297,171.

    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 1,692,983 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $343,269,178.

    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).