Skip to content
Disclosery

ASSETMARK, INC: NULV position timeline

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

ASSETMARK, INC held 129,431 NULV 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 129,431 shares
    Change vs previous 13F +4,308 shares

    0.01% of the 13F portfolio, value $6,470,273.

    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 125,123 shares
    Change vs previous 13F +5,918 shares

    0.01% of the 13F portfolio, value $5,693,097.

    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 119,205 shares
    Change vs previous 13F -1,865 shares

    0.01% of the 13F portfolio, value $5,370,185.

    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 121,070 shares
    Change vs previous 13F +20,117 shares

    0.01% of the 13F portfolio, value $5,306,135.

    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 100,953 shares
    Change vs previous 13F +6,855 shares

    0.01% of the 13F portfolio, value $4,231,445.

    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 94,098 shares
    Change vs previous 13F +2,226 shares

    0.01% of the 13F portfolio, value $3,810,028.

    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 91,872 shares
    Change vs previous 13F +6,075 shares

    0.01% of the 13F portfolio, value $3,617,001.

    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 85,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,579,451.

    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).