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Disclosery

ASSETMARK, INC: PDM position timeline

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

ASSETMARK, INC held 173 PDM 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 173 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $1,583.

    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 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $611.

    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 167 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $1,393.

    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 37 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $333.

    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 9 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $66.

    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 60 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $442.

    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 177 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $1,620.

    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 111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,121.

    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).