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Disclosery

ASSETMARK, INC: NTRL position timeline

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

ASSETMARK, INC held 16,167 NTRL 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 16,167 shares
    Change vs previous 13F -883 shares

    <0.01% of the 13F portfolio, value $333,674.

    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 17,050 shares
    Change vs previous 13F -89,252 shares

    <0.01% of the 13F portfolio, value $352,933.

    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 106,302 shares
    Change vs previous 13F +42,126 shares

    <0.01% of the 13F portfolio, value $2,194,073.

    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 64,176 shares
    Change vs previous 13F -28,906 shares

    <0.01% of the 13F portfolio, value $1,302,773.

    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 93,082 shares
    Change vs previous 13F +12,741 shares

    <0.01% of the 13F portfolio, value $1,903,052.

    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 80,341 shares
    Change vs previous 13F +34,618 shares

    <0.01% of the 13F portfolio, value $1,604,410.

    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 45,723 shares
    Change vs previous 13F +7,090 shares

    <0.01% of the 13F portfolio, value $908,973.

    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 38,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $764,547.

    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).