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Disclosery

ASSETMARK, INC: OZK position timeline

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

ASSETMARK, INC held 700 OZK 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 700 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $36,463.

    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 677 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $31,068.

    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 586 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $26,968.

    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 2,832 shares
    Change vs previous 13F +1,325 shares

    <0.01% of the 13F portfolio, value $144,375.

    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 1,507 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $70,919.

    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 1,248 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $54,226.

    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 1,148 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $51,120.

    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 968 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,614.

    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).