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Disclosery

ASSETMARK, INC: ORI position timeline

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

ASSETMARK, INC held 27,002 ORI 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 27,002 shares
    Change vs previous 13F -4,457 shares

    <0.01% of the 13F portfolio, value $1,104,930.

    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 31,459 shares
    Change vs previous 13F -126,487 shares

    <0.01% of the 13F portfolio, value $1,255,209.

    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 157,946 shares
    Change vs previous 13F +12,708 shares

    0.01% of the 13F portfolio, value $7,208,674.

    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 145,238 shares
    Change vs previous 13F +24,059 shares

    0.01% of the 13F portfolio, value $6,168,263.

    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 121,179 shares
    Change vs previous 13F -3,960 shares

    0.01% of the 13F portfolio, value $4,658,105.

    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 125,139 shares
    Change vs previous 13F +10,902 shares

    0.01% of the 13F portfolio, value $4,907,956.

    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 114,237 shares
    Change vs previous 13F +6,923 shares

    0.01% of the 13F portfolio, value $4,134,255.

    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 107,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,801,045.

    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).