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Disclosery

ASSETMARK, INC: PBR-A position timeline

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

ASSETMARK, INC held 2,214 PBR-A 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 2,214 shares
    Change vs previous 13F +1,078 shares

    <0.01% of the 13F portfolio, value $32,413.

    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 1,136 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $21,300.

    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 1,303 shares
    Change vs previous 13F +547 shares

    <0.01% of the 13F portfolio, value $14,685.

    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 756 shares
    Change vs previous 13F +520 shares

    <0.01% of the 13F portfolio, value $8,936.

    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 236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,723.

    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).