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Disclosery

ASSETMARK, INC: NOC position timeline

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

ASSETMARK, INC held 20,890 NOC 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 20,890 shares
    Change vs previous 13F +91 shares

    0.02% of the 13F portfolio, value $10,639,447.

    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 20,799 shares
    Change vs previous 13F -8,720 shares

    0.03% of the 13F portfolio, value $14,189,771.

    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 29,519 shares
    Change vs previous 13F +4,020 shares

    0.03% of the 13F portfolio, value $16,831,803.

    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 25,499 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $15,537,199.

    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 25,615 shares
    Change vs previous 13F +7,258 shares

    0.03% of the 13F portfolio, value $12,806,821.

    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 18,357 shares
    Change vs previous 13F +508 shares

    0.03% of the 13F portfolio, value $9,399,094.

    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 17,849 shares
    Change vs previous 13F +1,202 shares

    0.02% of the 13F portfolio, value $8,376,446.

    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 16,647 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,790,851.

    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).