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Disclosery

ASSETMARK, INC: OMF position timeline

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

ASSETMARK, INC held 17,584 OMF 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 17,584 shares
    Change vs previous 13F +5,251 shares

    <0.01% of the 13F portfolio, value $1,072,081.

    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 12,333 shares
    Change vs previous 13F +1,193 shares

    <0.01% of the 13F portfolio, value $659,675.

    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 11,140 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $752,527.

    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 10,996 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $620,834.

    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 10,184 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $580,488.

    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 9,686 shares
    Change vs previous 13F +998 shares

    <0.01% of the 13F portfolio, value $473,452.

    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 8,688 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $452,905.

    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 8,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,156.

    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).