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Disclosery

ASSETMARK, INC: PSN position timeline

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

ASSETMARK, INC held 109,308 PSN 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 109,308 shares
    Change vs previous 13F +2,188 shares

    0.01% of the 13F portfolio, value $5,726,646.

    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 107,120 shares
    Change vs previous 13F +1,478 shares

    0.01% of the 13F portfolio, value $5,802,690.

    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 105,642 shares
    Change vs previous 13F +5,298 shares

    0.01% of the 13F portfolio, value $6,528,676.

    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 100,344 shares
    Change vs previous 13F +5,160 shares

    0.02% of the 13F portfolio, value $8,320,524.

    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 95,184 shares
    Change vs previous 13F +93,318 shares

    0.02% of the 13F portfolio, value $6,831,356.

    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 1,866 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $110,486.

    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 2,171 shares
    Change vs previous 13F -579 shares

    <0.01% of the 13F portfolio, value $200,275.

    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 2,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,120.

    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).