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Disclosery

ASSETMARK, INC: NMR position timeline

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

ASSETMARK, INC held 239,148 NMR 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 239,148 shares
    Change vs previous 13F +55,275 shares

    <0.01% of the 13F portfolio, value $2,099,723.

    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 183,873 shares
    Change vs previous 13F +62,664 shares

    <0.01% of the 13F portfolio, value $1,450,755.

    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 121,209 shares
    Change vs previous 13F +46,241 shares

    <0.01% of the 13F portfolio, value $1,016,941.

    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 74,968 shares
    Change vs previous 13F +39,201 shares

    <0.01% of the 13F portfolio, value $545,015.

    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 35,767 shares
    Change vs previous 13F +21,673 shares

    <0.01% of the 13F portfolio, value $235,345.

    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 14,094 shares
    Change vs previous 13F -3,527 shares

    <0.01% of the 13F portfolio, value $86,678.

    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 17,621 shares
    Change vs previous 13F +8,102 shares

    <0.01% of the 13F portfolio, value $102,026.

    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 9,519 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,689.

    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).