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Disclosery

ASSETMARK, INC: PII position timeline

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

ASSETMARK, INC held 88 PII 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 88 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $6,023.

    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 141 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $7,685.

    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 199 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $12,587.

    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 212 shares
    Change vs previous 13F -1,691 shares

    <0.01% of the 13F portfolio, value $12,322.

    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 1,903 shares
    Change vs previous 13F +1,306 shares

    <0.01% of the 13F portfolio, value $77,350.

    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 597 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $24,441.

    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 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403.

    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).