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Disclosery

ASSETMARK, INC: ORCL position timeline

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

ASSETMARK, INC held 155,313 ORCL 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 155,313 shares
    Change vs previous 13F +17,503 shares

    0.04% of the 13F portfolio, value $22,761,081.

    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 137,810 shares
    Change vs previous 13F -106,402 shares

    0.04% of the 13F portfolio, value $20,273,283.

    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 244,212 shares
    Change vs previous 13F +36,488 shares

    0.1% of the 13F portfolio, value $47,599,336.

    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 207,724 shares
    Change vs previous 13F +63,073 shares

    0.13% of the 13F portfolio, value $58,420,399.

    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 144,651 shares
    Change vs previous 13F +90,484 shares

    0.07% of the 13F portfolio, value $31,625,150.

    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 54,167 shares
    Change vs previous 13F +3,134 shares

    0.02% of the 13F portfolio, value $7,573,064.

    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 51,033 shares
    Change vs previous 13F +40,266 shares

    0.02% of the 13F portfolio, value $8,504,168.

    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 10,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,834,729.

    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).