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Disclosery

ASSETMARK, INC: NUSA position timeline

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

ASSETMARK, INC held 47,761 NUSA 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 47,761 shares
    Change vs previous 13F +3,703 shares

    <0.01% of the 13F portfolio, value $1,107,100.

    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 44,058 shares
    Change vs previous 13F +2,287 shares

    <0.01% of the 13F portfolio, value $1,026,772.

    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 41,771 shares
    Change vs previous 13F +2,536 shares

    <0.01% of the 13F portfolio, value $976,815.

    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 39,235 shares
    Change vs previous 13F +4,431 shares

    <0.01% of the 13F portfolio, value $920,061.

    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 34,804 shares
    Change vs previous 13F +2,552 shares

    <0.01% of the 13F portfolio, value $812,673.

    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 32,252 shares
    Change vs previous 13F +5,827 shares

    <0.01% of the 13F portfolio, value $751,472.

    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 26,425 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $606,454.

    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 26,478 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $621,317.

    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).