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Disclosery

ASSETMARK, INC: OWL position timeline

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

ASSETMARK, INC held 1,000 OWL 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 1,000 shares
    Change vs previous 13F -1,468 shares

    <0.01% of the 13F portfolio, value $8,752.

    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 2,468 shares
    Change vs previous 13F -740,682 shares

    <0.01% of the 13F portfolio, value $22,533.

    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 743,150 shares
    Change vs previous 13F +742,148 shares

    0.02% of the 13F portfolio, value $11,102,661.

    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 1,002 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $16,964.

    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 1,204 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $23,129.

    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 1,319 shares
    Change vs previous 13F +524 shares

    <0.01% of the 13F portfolio, value $26,433.

    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 795 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $18,492.

    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 681 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,184.

    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).