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Disclosery

ASSETMARK, INC: OMFL position timeline

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

ASSETMARK, INC held 7,321 OMFL 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 7,321 shares
    Change vs previous 13F +822 shares

    <0.01% of the 13F portfolio, value $501,813.

    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 6,499 shares
    Change vs previous 13F -467 shares

    <0.01% of the 13F portfolio, value $390,720.

    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 6,966 shares
    Change vs previous 13F -4,222 shares

    <0.01% of the 13F portfolio, value $425,832.

    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 11,188 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $674,189.

    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 10,839 shares
    Change vs previous 13F +1,776 shares

    <0.01% of the 13F portfolio, value $626,277.

    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 9,063 shares
    Change vs previous 13F +4,536 shares

    <0.01% of the 13F portfolio, value $483,149.

    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 4,527 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $245,499.

    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 3,871 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,124.

    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).