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Disclosery

ASSETMARK, INC: NUSC position timeline

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

ASSETMARK, INC held 257,008 NUSC 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 257,008 shares
    Change vs previous 13F -4,808 shares

    0.02% of the 13F portfolio, value $13,395,246.

    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 261,816 shares
    Change vs previous 13F +2,327 shares

    0.02% of the 13F portfolio, value $11,797,442.

    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 259,489 shares
    Change vs previous 13F +247,421 shares

    0.02% of the 13F portfolio, value $11,586,195.

    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 12,068 shares
    Change vs previous 13F +1,499 shares

    <0.01% of the 13F portfolio, value $532,199.

    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 10,569 shares
    Change vs previous 13F +596 shares

    <0.01% of the 13F portfolio, value $430,581.

    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 9,973 shares
    Change vs previous 13F +440 shares

    <0.01% of the 13F portfolio, value $382,365.

    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 9,533 shares
    Change vs previous 13F +784 shares

    <0.01% of the 13F portfolio, value $399,261.

    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 8,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,807.

    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).