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Disclosery

ASSETMARK, INC: NWSA position timeline

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

ASSETMARK, INC held 20,867 NWSA 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 20,867 shares
    Change vs previous 13F -770 shares

    <0.01% of the 13F portfolio, value $518,128.

    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 21,637 shares
    Change vs previous 13F +6,605 shares

    <0.01% of the 13F portfolio, value $539,410.

    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 15,032 shares
    Change vs previous 13F -236 shares

    <0.01% of the 13F portfolio, value $392,636.

    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 15,268 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $468,880.

    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 14,920 shares
    Change vs previous 13F -8,043 shares

    <0.01% of the 13F portfolio, value $443,422.

    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 22,963 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $625,053.

    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 23,375 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $643,747.

    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 23,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $618,988.

    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).