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Disclosery

ASSETMARK, INC: NWG position timeline

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

ASSETMARK, INC held 107,013 NWG 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 107,013 shares
    Change vs previous 13F +4,572 shares

    <0.01% of the 13F portfolio, value $1,886,639.

    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 102,441 shares
    Change vs previous 13F -12,306 shares

    <0.01% of the 13F portfolio, value $1,526,371.

    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 114,747 shares
    Change vs previous 13F -12,443 shares

    <0.01% of the 13F portfolio, value $2,008,073.

    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 127,190 shares
    Change vs previous 13F +13,235 shares

    <0.01% of the 13F portfolio, value $1,799,739.

    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 113,955 shares
    Change vs previous 13F -4,088 shares

    <0.01% of the 13F portfolio, value $1,612,463.

    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 118,043 shares
    Change vs previous 13F -4,656 shares

    <0.01% of the 13F portfolio, value $1,407,073.

    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 122,699 shares
    Change vs previous 13F +10,587 shares

    <0.01% of the 13F portfolio, value $1,247,849.

    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 112,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,049,368.

    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).