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Disclosery

ASSETMARK, INC: OTIS position timeline

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

ASSETMARK, INC held 164,647 OTIS 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 164,647 shares
    Change vs previous 13F +155,790 shares

    0.02% of the 13F portfolio, value $11,788,756.

    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 8,857 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $682,725.

    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 8,285 shares
    Change vs previous 13F +3,144 shares

    <0.01% of the 13F portfolio, value $723,704.

    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 5,141 shares
    Change vs previous 13F +2,036 shares

    <0.01% of the 13F portfolio, value $470,076.

    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 3,105 shares
    Change vs previous 13F +2,052 shares

    <0.01% of the 13F portfolio, value $307,418.

    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 1,053 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $108,670.

    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 1,325 shares
    Change vs previous 13F +849 shares

    <0.01% of the 13F portfolio, value $122,708.

    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 476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,475.

    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).