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Disclosery

ASSETMARK, INC: NUBD position timeline

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

ASSETMARK, INC held 179,602 NUBD 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 179,602 shares
    Change vs previous 13F -16,556 shares

    0.01% of the 13F portfolio, value $3,975,490.

    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 196,158 shares
    Change vs previous 13F +10,475 shares

    0.01% of the 13F portfolio, value $4,356,669.

    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 185,683 shares
    Change vs previous 13F +11,928 shares

    0.01% of the 13F portfolio, value $4,150,943.

    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 173,755 shares
    Change vs previous 13F +25,316 shares

    0.01% of the 13F portfolio, value $3,901,669.

    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 148,439 shares
    Change vs previous 13F +755 shares

    0.01% of the 13F portfolio, value $3,304,252.

    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 147,684 shares
    Change vs previous 13F +15,855 shares

    0.01% of the 13F portfolio, value $3,276,370.

    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 131,829 shares
    Change vs previous 13F +11,559 shares

    0.01% of the 13F portfolio, value $2,871,236.

    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 120,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,730,129.

    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).