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Disclosery

ASSETMARK, INC: PHR position timeline

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

ASSETMARK, INC held 1,935 PHR 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 1,935 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,911.

    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 1,935 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,215.

    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 1,935 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $32,740.

    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 1,698 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,937.

    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 1,698 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $48,325.

    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 1,685 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $43,069.

    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 1,685 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,395.

    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 1,685 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,401.

    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).