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Disclosery

ASSETMARK, INC: NANR position timeline

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

ASSETMARK, INC held 4,640 NANR 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 4,640 shares
    Change vs previous 13F -434 shares

    <0.01% of the 13F portfolio, value $350,320.

    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 5,074 shares
    Change vs previous 13F -426,895 shares

    <0.01% of the 13F portfolio, value $426,216.

    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 431,969 shares
    Change vs previous 13F -45,716 shares

    0.06% of the 13F portfolio, value $29,300,457.

    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 477,685 shares
    Change vs previous 13F +475,364 shares

    0.07% of the 13F portfolio, value $30,859,693.

    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 2,321 shares
    Change vs previous 13F -579,880 shares

    <0.01% of the 13F portfolio, value $131,461.

    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 582,201 shares
    Change vs previous 13F -78,879 shares

    0.09% of the 13F portfolio, value $32,319,375.

    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 661,080 shares
    Change vs previous 13F +660,632 shares

    0.09% of the 13F portfolio, value $33,788,195.

    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 448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,370.

    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).