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Disclosery

ASSETMARK, INC: OMC position timeline

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

ASSETMARK, INC held 1,014,049 OMC 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 1,014,049 shares
    Change vs previous 13F +82,116 shares

    0.13% of the 13F portfolio, value $73,853,209.

    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 931,933 shares
    Change vs previous 13F +69,154 shares

    0.14% of the 13F portfolio, value $70,183,868.

    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 862,779 shares
    Change vs previous 13F +74,949 shares

    0.14% of the 13F portfolio, value $69,669,372.

    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 787,830 shares
    Change vs previous 13F +122,660 shares

    0.14% of the 13F portfolio, value $64,231,740.

    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 665,170 shares
    Change vs previous 13F +119,012 shares

    0.11% of the 13F portfolio, value $47,852,318.

    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 546,158 shares
    Change vs previous 13F +7,345 shares

    0.12% of the 13F portfolio, value $45,281,957.

    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 538,813 shares
    Change vs previous 13F +49,774 shares

    0.13% of the 13F portfolio, value $46,359,455.

    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 489,039 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $50,561,696.

    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).