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Disclosery

ASSETMARK, INC: PBF position timeline

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

ASSETMARK, INC held 10,153 PBF 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 10,153 shares
    Change vs previous 13F -304 shares

    <0.01% of the 13F portfolio, value $462,185.

    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 10,457 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $497,984.

    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 11,179 shares
    Change vs previous 13F -48,791 shares

    <0.01% of the 13F portfolio, value $303,187.

    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 59,970 shares
    Change vs previous 13F +884 shares

    <0.01% of the 13F portfolio, value $1,809,295.

    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 59,086 shares
    Change vs previous 13F +27,198 shares

    <0.01% of the 13F portfolio, value $1,280,388.

    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 31,888 shares
    Change vs previous 13F -19,529 shares

    <0.01% of the 13F portfolio, value $608,743.

    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 51,417 shares
    Change vs previous 13F -659,991 shares

    <0.01% of the 13F portfolio, value $1,365,126.

    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 711,408 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,018,090.

    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).