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Disclosery

ASSETMARK, INC: PSO position timeline

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

ASSETMARK, INC held 1,568 PSO 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 1,568 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $24,916.

    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 1,180 shares
    Change vs previous 13F -916 shares

    <0.01% of the 13F portfolio, value $15,493.

    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 2,096 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $29,428.

    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 2,053 shares
    Change vs previous 13F -8,379 shares

    <0.01% of the 13F portfolio, value $29,070.

    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 10,432 shares
    Change vs previous 13F +4,230 shares

    <0.01% of the 13F portfolio, value $155,750.

    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 6,202 shares
    Change vs previous 13F +4,418 shares

    <0.01% of the 13F portfolio, value $99,294.

    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 1,784 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $28,758.

    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 1,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,593.

    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).