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Disclosery

ASSETMARK, INC: PANW position timeline

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

ASSETMARK, INC held 89,521 PANW 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 89,521 shares
    Change vs previous 13F -3,552 shares

    0.05% of the 13F portfolio, value $30,528,542.

    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 93,073 shares
    Change vs previous 13F +4,195 shares

    0.03% of the 13F portfolio, value $14,921,506.

    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 88,878 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $16,371,284.

    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 89,040 shares
    Change vs previous 13F -220 shares

    0.04% of the 13F portfolio, value $18,130,277.

    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 89,260 shares
    Change vs previous 13F -72,617 shares

    0.04% of the 13F portfolio, value $18,266,119.

    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 161,877 shares
    Change vs previous 13F +4,350 shares

    0.08% of the 13F portfolio, value $27,622,651.

    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 157,527 shares
    Change vs previous 13F +74,299 shares

    0.08% of the 13F portfolio, value $28,663,559.

    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 83,228 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,447,416.

    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).